Nothing to Fear, but fear itself?

Facing the ravages of the Great Depression borne out of its own financial crisis, a statesman such as Roosevelt found his place at the vanguard of a new order seeking to redress the imbalances between the three major forces within any economy – the government, corporations and individuals.
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By |2019-01-03T14:53:38+00:00January 3rd, 2019|Investment Strategy Q1|0 Comments

Specific Market Reviews: Emerging Markets and Asia

The emerging markets are caught in the cross-hairs. Higher US interest rates and a stronger dollar have tightened liquidity and pushed up borrowing costs as well as sucking capital away from the area putting pressure on EM exchange rates precipitating crises in Turkey and Argentina.
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By |2019-01-03T15:00:46+00:00January 3rd, 2019|Investment Strategy Q1|0 Comments

Specific Market Reviews: United Kingdom

Poor old blighty, it missed out on the global upswing last year but will still suffer in any global slowdown and has the largest ever elephant in the room to contend with, growth and monetary policy for years ahead being dependent on Brexit.
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By |2019-01-04T07:53:15+00:00January 3rd, 2019|Investment Strategy Q1|0 Comments