Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Markets are slightly less volatile, but this could change quickly. Consistent buying strategy will provide a good average price. Market decline is not always a bad thing, if you are buying in one. ETFs could also be a good way to fill in the gap adn stay diversified. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Inflation could be positive for energy, agriculture and metals. However, rate rises increase the possibility of recession. Demand for metals could then fall sharply. There is also US dollar risk since they are all priced in USD. The sectors are still cheap. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. If rate hikes are more aggressive than first expected, the financial sector could benefit the most. Utilities, consumer staples and telecom would also be good sectors since the revenu base is more sticky. Healthcare and Tech could be in the middle as demand may fluctuate and debt loads would be higher. Unlock Premium - Try 5i Free