Investing for a new direction: the new map of capital
key takeaways.
- Despite major shocks including Covid-19, inflation, war, and trade tensions, global equity markets have continued to deliver strong long-term returns
- Attempts to sidestep uncertainty through market timing can undermine portfolio performance. Time in the market matters more than timing the market
- Geopolitical shocks do not always translate into market shocks, particularly when corporate profits and key economic channels remain resilient. Geopolitical developments are reshaping capital flows at a structural level and creating new investment opportunities
- Investors should focus on a robust strategic asset allocation and disciplined tactical adjustments to navigate a changing world.
Geopolitical change is reshaping capital flows, creating investment opportunities, and redefining risk. Discover why strategic asset allocation matters.
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1 Lombard Odier calculations based on historic S&P data.
2 Past performance is not illustrative of future performance.
3 Lombard Odier calculations based on historic S&P data.
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