OUR SEVEN INVESTMENT CALLS FOR 2020
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REVIEWING OUR INVESTMENT CALLS FOR 2019
Credit Cover Photo A. Burden – Unsplash.com
2019 turned out to be the year of the
BUBBLE OF EVERYTHING.
Stupendous monetary policies and a major deflation scare in the summer sent nominal rates to record lows and real interest rates in negative territory across the entire yield curves, a phenomenon never seen in history.
Bonds, Equities, Real Estate and even
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# 2 The End of the Oil Era
THE FOUR MEGA TRENDS The world seems chaotic and unpredictable. It is a time of changes and the world we are living in is going through major structural changes. We...
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# 1 THE END OF AMERICA
THE FOUR MEGA TRENDS
The world seems chaotic and unpredictable.
It is a time of changes and the world we are living in is going through major structural changes. We call them MEGA TRENDS
Understanding those mega-trends is paramount to proper investment positioning as they provide the backbone of the scenarios that will unfold in the years to come.
In …
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