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International allocations face many headwinds in 2022, including a strong U.S. dollar and rising geopolitical tensions.
Among other central banks, China’s has a relatively high degree of freedom. With the Fed raising rates, China’s currency will likely continue losing value against the U.S. dollar.
The Bloomberg U.S. Aggregate Bond index started slipping, albeit gently, in August 2020. Last year the grind continued, with the index declining by a not frightful but annoying 1.7%.
Whatever your situation, how many different cybersecurity tools are you aware you interact with? A password manager? A single sign-on interface? A specialist tool focused on email? Another specialist tool focused on accessing cloud computing infrastructure?
Most advisors are familiar with the concept of “core/satellite” portfolio construction (sometimes referred to as “core and explore”), but let’s define terms, so we are working from a similar framework.