January 12, 2021 – Chris Puplava, CIO of Financial Sense Wealth Management, explains why we are increasingly rotating into emerging and foreign markets based on large twin US deficits, EM's relative underweighting by global investors, valuations, and forces likely to propel higher inflation and commodity prices, all of which help EM. Chris also lays out reasons for reducing fixed-income exposure as interest rates are likely to increase, which will put pressure on the bond market.
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