China v Taiwan
If you thought that China will invade Taiwan in the next six to nine months, how would you structure portfolio now? Geoff
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Answer
Hi Geoff,
That’s certainly a dramatic scenario the style of which fortunately doesn’t occur often in history although with the terrible situation unfolding in Ukraine clearly anything is possible.
Diversification across asset classes is the key, with more skewed towards low risk fixed income and cash and less towards growth sensitive equities.
