Covid Omicron - What it means for economies and investors.
The Pandemic has now become a Permademic.  It moves in waves globally.  But never goes.  More deadly species emerge in developing economies and spread like wildfire to vaccinated countries.  The pool of vulnerable people remains high in both Developed and Poorer areas.  

The economic effects are rolling supply side disruptions that lower growth and raise inflation simultaneously. And the longer term effect is de-globalisation, onshoring and nearshoring, which has the same effect.  How do you protect your assets against this scenario?