Europe On the Ropes
Europe’s banks are far more leveraged than American banks which would be acceptable if the assets were of high quality; however, many of them have loaded their balance sheets with junk dressed up as AAA. In many Eastern European countries, the economy is now in freefall and the local banking system is at risk of collapsing.
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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: