“Today’s global investment environment is a game of musical chairs. Investors are up and marching along because the music is playing, hoping they’ll be able to grab a chair when the music stops (few will do so). Accordingly, I am investing as if the music might stop any second.” This is the stance of the author of today’s article, who believes that factors – including global debt, low interest rates, and China – are converging for the market to have a “hard landing”. So what stocks is his firm turning to in anticipation of this hard landing – and why? CLICK HERE?