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Tag: RSX

High debt levels and inflation create difficulties for investors in 2022. ‘Financial Repression’ could become a household phrase. Inflationary pressures will put certain sectors in the spotlight. We watch oil and gas exploration and production, consumer staples and real estate as places for outperformance. A quick look the Russian ETF (RSX) reveals its need to …

Friday Investment Talk: Macroeconomics, Financial Repression in 2022 Read More »

Developed markets are more correlated with oil than Emerging Markets. Russia and Gulf states are not as correlated to oil as many investors think.
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