Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about how today's investor is handling the Ukrainian war, rate hikes, inflation and other major threats targeting their portfolio. They discuss supply chain concerns, how to make portfolio adjustments during uncertain times, and the link between rate hikes and high inflation.
[05:10] Investing During Uncertain Times
[06:15] Why it Can Be a Challenge to Invest During Uncertain Times
[09:06] Randomized Approaches and Lower Rates of Returns
[15:30] How and When to Make Adjustments When Necessary
[17:14] How Inflation Might Influence Your Retirement Plans
[18:52] Supply Chain Concerns and Inflation
[21:30] The Great Resignation and Government Spending
[25:30] Pent Up Spending and the Risk of Inflation
[27:13] What is Sticky Inflation?
[32:10] Asset Classes That Perform Better During Inflation
[34:50] The Benefits of Having a Diversified Investment Strategy
[39:58] Interest Rates and What That Means To Your Investments
[44:01] Understanding High Inflation and Rate Hikes
[46:06] What History Says of High-Interest Rate Environments
[51:45] Bond Market Response to Inflation
55:40] Russia's Invasion of Ukraine
[01:01:06] Summary
[01:03:11] Parting Thoughts
Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.
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