Throughout history there have been long periods of time where the equity markets or property markets have not gone up.
The last 40 years has seen interest rates go down and that has seen asset markets skyrocket to achieve returns well above historical trends.
Given that markets will revert to the mean if we are in a period of raising interest rates does this mean that the performance of equity markets and property markets will be different to the last few decades?
The Shartru Way of investing protects your clients and your business against this scenario as we diversify into other assets and look to actively mitigate risks that we don’t want to take.
Ted Oakley provides an insight into this phenomenon and what he sees as the risks going forward.