- The long and short of it is that geopolitical conflicts are a lot more frequent than we might like to admit and the market always overcomes the short-term turmoil.
- How the Fed responds will be interesting. My guess is that they’ll raise rates less than previously expected because the war has the potential to cause so much uncertainty.
- I am always an advocate of global diversification and all-weather style portfolios, but I think it’s more important than ever to adhere to this style of asset allocation.
For further details see:
3 Things I Think I Think - War