Why is an intoxicated market ignoring these 3 key risks, including geopolitical risk in Ukraine and Iraq

Clime Investment Management

Clime Investment Management

Why is an intoxicated market ignoring these 3 key risks, including geopolitical risk in Ukraine and Iraq? Interest rates have been so low for so long that a laziness has crept into the market, and it's forgetting risks. Apart from Iraq and the Ukraine, there are two other major risks being ignored: the unsustainably of negative real interest rates; and the increasing probability of asset-price corrections. The key is to not get caught up in the intoxicating drug of negative real interest rates and quantitative easing. It is not a sustainable drug and creates the appearance of a market that is on life support. The good news is that when there is a market price correction, it will open up opportunity patient value investors who have cash. Read the full article: (VIEW LINK)


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Clime Investment Management

The Clime Group is a respected and independent Australian Financial Services Company, which seeks to deliver excellent service and strong risk-adjusted total returns, closely aligned with the objectives of our clients.

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