Renewed policy support bolsters momentum

Renewed policy support bolsters momentum

Global growth has slowed significantly since the middle of 2018. However various factors point to a likely mild reacceleration in activity later this year and an extended recovery period. Jobs growth implies underlying economic strength. Easier financial conditions,...
Less Growth, More Inflation, Continuing Populism

Less Growth, More Inflation, Continuing Populism

** Great investors are not unemotional, but are inversely emotional – they get worried when the market is up and feel good when everyone is worried– Bill Miller. ** The safe time to invest is when there is blood in the streets– Mark Mobius.** The only ones...
Why invest in multiple assets

Why invest in multiple assets

Whether intentional or not, every investor makes asset allocation decisions. A portfolio 100% in cash is an asset allocation decision. There is no doubt asset allocation decisions need to be made, otherwise financial goals are unlikely to be met. Most importantly,...