War and Your Investments
24 February 2022
To all Financial Friends
As Russia invades Ukraine we think first of the people. It is heart-wrenching to consider the pain and suffering arising from what is to come. Nevertheless, my role is to consider and comment on the outlook for your investments.
In my last commentary I highlighted a portfolio which had possible war in mind.
Consider structuring your portfolio to hold: Index Linked Bonds. Gold and silver. FTSE 100 (on watch). Infrastructure funds. Funds focussing on Consumer Staples Stocks.?
Should you have moved your funds in line with the above then this may well, in my view, prove prudent and profitable. An emphasis on Inflation Index Linked Bonds and Gold could lead to greater profitability. Consumer Staple funds and then Infrastructure later could well prove positive as some kind of, as once again, a 'new normality' settles in.
PLEASE NOTE: A financial or economic commentary like these, are written to explain, interpret or give an opinion on economic events and markets to help readers understand what’s happening and why it matters. Designed to help you make informed decisions of your own by making you aware of opportunities, risks and potential rewards in the market.
