An ancient Latin adage advises ‘if you want peace, prepare for war’. This is useful advice for current market conditions.
This may seem a surprising comment considering the recent performance of global equities. After all, indexes are up, and volatility is down.
However look a little deeper and you’ll see a handful of tech giants like Apple and Microsoft driving the headline positive numbers while most shares are having a harder time.
In his latest insights article for FirstLinks, Talaria Co-CIO Hugh Selby-Smith presents that despite these strong numbers now is perhaps a time to play defence.
Photo: Piotr Makowski