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 all part of the history books now. Europe, where we focus […]
Navigating Europe in 2019
Themes and Risks Investors in Europe to Consider in 2019
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.