Why now? Because 2022 was a year like no other — at least unlike anything we’ve seen in a very, very long time. One “event” after another — some unprecedented — challenged us, surprised us and shocked us. And all investors, all over the world felt it and were taken aback, to put it mildly.
On top of rising interest rates, inflation and the threat of a global recession, no major asset class went unscathed — stocks, bonds, real estate and crypto all underperformed. The last time both stocks and bonds performed this badly was 1969.
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