The stock market in 2022 faces a number of significant headwinds, ranging from inflation and supply chain constraints to new COVID variant breakouts and geopolitical frictions. Add another one to that list—the upcoming midterm elections.
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The 1981-82 recession was one of the worst economic contractions since the Great Depression. For many investors who lived through that period, today’s conditions hold some unsettling similarities.
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Despite the massive interest in ESG investing on the part of individuals and institutions, there remain some challenges for investors and advisors alike. For instance, there is no standard definition of what ESG represents.
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Recent numbers are staggering and an indication of how important real estate has been to the economic growth of China in recent years. It should then come as no surprise that China is trying to deflate its property bubble with a minimum of economic damage. It won’t be easy considering that the impact of real estate-related activities on China’s GDP (almost 30%) is substantially higher than the U.S. (about 17%) or the U.K. (about 20%).
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Perhaps it should come as no surprise that the digital revolution is now disrupting the monopoly power of central banks and nation-states. Bitcoin, in its short history, has been in the vanguard of this disruption.
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