Current Downturn Will Create A Productivity Boom | Saxo Bank CIO

Wealthion - Be Financially Resilient · Jan 6, 2023 · 1h 5m

Saxo Bank CIO Steen Jakobsen returns for Part 2 of our interview with him. He expects the coming hardship in the economy & markets to force companies to become more productive & efficient.

As a result, he expects a substantial boom to follow once the down-cycle is over.

Steen also generously shares his current portfolio allocation:

- 35% equities

- 17% fixed income

- 10% real estate

- 10% gold

- 7% other commodities

- 7% volatility

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