Guy Stephens: Future-proofing an investment portfolio

US global dominance under threat

clock • 4 min read

History has seen the rise and fall of many seemingly invincible empires, writes Guy Stephens, and developments in the relationship between the US and China will significantly influence investor returns

When assessing potential investments, many fall into the ‘value' or ‘growth' buckets. The former usually involves businesses fallen on hard times while the latter is more of a momentum play surrounding successful businesses of today, which are favoured by many. There is also another type of investing, which is the holy grail of trying to anticipate the next big thing - and which requires more speculation and relies less on the balance sheet. Two decades ago, in June 1999, those with grey hair will remember the predictions of the internet revolution and the stratospheric valuations of ...

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