A major war in Europe with discussion of the possibility of the use of nuclear weapons…U.S. sanctions that have accelerated the demise of dollar hegemony…commodity prices shooting up to levels not seen for a decade or more…talk of world hunger…a Federal Reserve that has run out of room to manoeuver…and, amid a war and rate hikes, U.S. stocks bouncing back from bear territory in one of the strongest rallies ever to within breathing distance of all-time highs. The world is upside down; and the tide is turning on investments.

Finish Reading here: Portfolio Review 2022 1Q