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
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.