Bangladesh Here We Come; An Update on Global Liquidity
For the first time since we launched the Absolute Return Multi-Strategy Fund, and indeed the first time since our model portfolio was established a little more than 3 years ago, we are downgrading the long-term outlook for global interest rates and reducing our exposure to long-dated bonds. In our second article this month we take another look at the global liquidity situation.
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Investment Megatrends
Our investment philosophy, and everything we do at ARP, is driven by the long-term Investment Megatrends which are identified and routinely debated by our investment team.
Related Investment Megatrends
Our investment philosophy, and everything we do at ARP, is driven by the long-term Investment Megatrends which are identified and routinely debated by our investment team. Read more about related Megatrend/s for this article: