In this month's investment outlook, we take a look at:
- President Biden's fiscal stimulus and its expected effect on US inflation, in context of mass vaccinations worldwide and signs of an economic recovery.
- A look back at the historical steepening of the US yield curve in 2000 & 2007 scenarios and what that means for equity valuations.
- Why investors should be prepared to either double their capital or lose it all with a high confidence index.
- Why investors should diversify away from the traditional approach of holdings just bonds and equities.
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