Today, I'll be putting together a model portfolio. This is only the first - there will obviously be others. But before I get to that, let's consider two very important points about this process.
Investments don't operate in a vacuum. They are directly and indirectly influenced by macroeconomic events, which means we always need to be aware of economic and political developments. Right now, the global economy is in the middle of a slowdown caused by the US-China trade conflict. High policy uncertainty has hindered corporate investment, which has led to a manufacturing decline. Many