The Conundrum Of Constant Change – Investing Without A Trendline

The economic and investment environment is unpredictable and more volatile than it has been in a long time. Armed conflicts, rapidly rising interest rates, high inflation and changing supply chains are complicating investment strategies.

Technological breakthroughs in artificial intelligence, meanwhile, threaten to disrupt manufacturing and business processes, and disintermediate entire professions.

For Victor Shvets, global strategist at Macquarie Bank and author of the 2020 book 'The Great Rupture', the current economic situation is unlike anything experienced in the past 100 years.

Shvets told delegates at the CFA Society's 9th Annual Cayman Investment Forum, the closest comparison to today's situation may be the 1930s.