A new take on defensive investing

Richard Bull | 29 May 2020 The conflict for economic rent  Dear Reader,   As we Brits start to breathe a huge sigh of lockdown relief…   The last market broadcast of the week gives a salutary reminder of why it doesn’t pay to let your guard down.   In it, Boaz Shoshan is joined by Akhil Patel of Cycles, Trends & Forecasts.   Akhil points to a potentially disturbing end to what has started as a very turbulent decade...   A decade that could see the US/China cold war heat up considerably… as the big powers fight for control of the world’s precious commodities (be it land, sea, intellectual property or new technologies).   To understand more about the importance of the war cycle and economic rent…   And how you might like to practice a different sort of defensive investing…   Please listen in here.   Join us again on Monday when James Allen and Kit Winder will have exciting news from the renewable energy space.   In the meantime, have a thoughtful weekend.   Best,   Richard Bull Southbank Investment Research

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