2020 brings with it the 10th year of recovery since the global financial crisis. Equity markets continue to break records, ample credit is available, yet the bullish performance appears cosmetic at times and investing in Europe in 2020 is fraught with political risks. The US deficit doubled from $385bn to $779bn last year, the UK […]
Investing in Europe in 2020 – The Year Ahead
An overview of some European key themes and political risks for 2020
Navigating Europe in 2019
Themes and Risks Investors in Europe to Consider in 2019
We are nearly 20 years into the new millennium and it is an unrecognizable place compared to when it started. Lehman is gone, Bear Stearns – gone, Merrill Lynch – acquired, Citigroup is a fraction of its former self. Blockbuster, Toys R Us, Woolworths are all part of the history books now. Europe, where we […]
Central bank independence (ECB)
ECB argues for the continuing value of central bank independence.
The Fed Has Played With Fire: Now Comes A Reckoning (Forbes)
Monetary policy makers now face a great test to regain control with monetary restraint and at the same time keep markets and the economy from suffering a reverse.