Navigating Potential Asset Bubbles: Strategic Investment in a "Risk-On" World-Part 2
Global financial markets are currently demonstrating a paradoxical resilience, with US equities reaching new peaks despite a backdrop of geopolitical tensions, trade disputes, and lingering economic uncertainties. This phenomenon, coupled with increasingly accommodative monetary and fiscal policies worldwide, strongly suggests that we are entering an acceleration phase of asset bubble formation. Understanding this environment is crucial for investors seeking to optimize their portfolios.
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