Steve Blumenthal’s latest Forbes article outlines three big investing and market risks in 2016, and how investors might capitalize on opportunities presented in these scenarios. The beginning of the story is below, with a link to the full copy. See the archive of Steve Blumenthal’s catalog of Forbes articles.
We are likely facing a new global recession, and while the script may be slightly different this time, the culprit is still too much debt just like it was during the great financial crisis in 2008. Magical thinking about the investment merits of subprime mortgages almost brought down the house.
While the U.S. looks to be in okay economic shape (no immediate risk of recession), the story is different for much of the world. Once again the bubble is in the debt markets, but this time the froth is in international government bonds, emerging market debt, and high-yield bonds – what I’m calling the “Big Three” risks for 2016.
Let’s take a look at these risks and discuss a few speculative ideas that, like the great subprime short, may prosper should events unfold. More importantly, I share several ideas that may help you build a broader, more diversified, and risk-protected portfolio.
See the full story in Forbes: How To Profit From Runaway Debt And The Next Global Recession
