An investment plan for turbulent times
Why investors should not just focus on mainstream investments right now.
Investors are currently anxious due to global events, including unrest in France, escalating tensions in Iran, and upcoming US midterm elections. Despite this uncertainty, the author believes the current stock market rally will continue, but predicts a potential financial crisis in the medium term due to overinvestment in AI infrastructure or turmoil in government bonds.
To mitigate risks, the author suggests investing in equal-weighted stock indices, value stocks, and maintaining a high cash allocation and 10% gold holdings. The author also expects Bitcoin to outperform other assets with annual returns of 15% or more and believes that blockchain projects like Aave, Ether, and Solana will see significant price increases in the next decade.
Written by urgent.news from NZZ Wirtschaft's report — not a translation of it. Machine-written — may contain errors; check the original before relying on it.
