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Global power shifts force investors to rethink portfolios
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Global power shifts force investors to rethink portfolios
Markets are changing. The world that supported US assets, global supply chains and low-risk diversification is breaking down. Investors can no longer assume the next decade will look like the last one. Countries are questioning old alliances, rebuilding strategic industries and spending more on security, energy and infrastructure. That makes defence, electrification, robotics, automation and real assets more relevant for portfolios. Bonds may no…
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