Otavio (Tavi) Costa on LinkedIn: Looking back at 2023, this is among the most relevant charts for investors…
Looking back at 2023, this is among the most relevant charts for investors to navigate the next investment cycle. It is undeniably crucial to understand that…
Otavio (Tavi) Costa
"Looking back at 2023, this is among the most relevant charts for investors to navigate the next investment cycle.
It is undeniably crucial to understand that Treasuries are no longer the safest alternative.
In fact:
For the first time in 45 years, US Treasuries now have higher downside volatility than gold.
The shifting dynamics of capital moving away from crowded equity and fixed-income holdings, as investors seek new investment opportunities, could have profound implications in financial markets.
This is where gold, commodities, and overall hard assets are poised to play a significant role during this transitional phase from traditional 60/40 portfolios."
