And vice versa. This was one of my first financial advice dished out by my father while I was young. Somehow this sticks in my mind for a long time, like those childhood experiences, good and bad, where it remains with you forever. When I started to know more of economics, finances and investing, it was obvious that this was a result of one of the most important attributes in an investment portfolio: correlation. The current times are challenging due to rapid inflation followed by increasing interest rates, macroeconomic factors that had not been seen in at least a decade and a half. Major asset classes fell, yet there are some still holding, or even profiting, from the prevailing economic environment. Drilling down further, some regions/countries’ asset classes may have performed better than others; and going down even further, some sectors/industries of some places may be better than other sectors/industries of other places....