, Columnist
It's a Good Time to Think About Stagflation Havens
With China contracting and recession the dominant risk, the market is offering some generous odds.
A retreat into Switzerland could make sense.
Photographer: AFP Contributor/Getty Images
This article is for subscribers only.
To get John Authers’ newsletter delivered directly to your inbox, sign up here.
Risk assets are falling, and have ample reasons to fall. What to do about this? In the short term there are decent arguments that it’s time for a rally within the bear market. But how best to deploy assets for the longer term?