In today's stock market news we will give a long-term perspective on the market and economy from the All-weather investment concept developed by Ray Dalio.
All weather has 4 seasons but we might have to add another one.
The 4 economic environments according to the all-weather theory are:
- an economy growing faster than expected
- an economy growing slower than expected
- inflation above expectations and
- Inflation below expectations
I would argue that we are in an environment with both inflation above and below expectations while the economy is definitely below expectations.

The fifth all-weather environment discussed is the huge monetary and fiscal stimulus that should be the most important news when it comes to investing but is rather taken as a given. The repercussions of the situation will be felt for a long time and therefore we have to carefully watch our investments and options from a value and risk perspective in the environment.

00:00 Stock market news
01:48 All weather investing
02:40 Market today
04:23 Higher inflation
06:58 Lower inflation
08:04 Deflation
09:18 Economy is bad
09:46 Stimulus
10:44 Investment outlook
13:45 Investment solution

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#stockmarketnews #news #allweather

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