At the moment many markest seem quite high, some with the possibility of recession looming.
Taking a ETF based approach what are your opinions on preparing a portfolio for the possibility of
i) a recession or
ii) a significant market correction.
Being more specific I think a possible strategy to protect against a US recession might include weighting towards steady sectors such as healthcare. I have heard arguments for soft comodities - as they are less volatile than hard comodities.
One area I am particularly interested in opinions on is investing in ETFs that concentrate on Value or Growth - would these be less likely to be affected during a recession than a plain S&P 500 tracker for example?
On a global sheme what regions/countries and sectors are least likely to be affected by a US slowdown? And what markets would be least affected by a significant chinese correction?
Hopefully this can kick off some debate on the pros and cons of various approaches.
Taking a ETF based approach what are your opinions on preparing a portfolio for the possibility of
i) a recession or
ii) a significant market correction.
Being more specific I think a possible strategy to protect against a US recession might include weighting towards steady sectors such as healthcare. I have heard arguments for soft comodities - as they are less volatile than hard comodities.
One area I am particularly interested in opinions on is investing in ETFs that concentrate on Value or Growth - would these be less likely to be affected during a recession than a plain S&P 500 tracker for example?
On a global sheme what regions/countries and sectors are least likely to be affected by a US slowdown? And what markets would be least affected by a significant chinese correction?
Hopefully this can kick off some debate on the pros and cons of various approaches.