Much Ado about Nothing
The growing presence of political incompetence is beginning to annoy the world’s central bankers. BIS has sharpened its knives, but it cannot have it both ways. Simultaneous de-leveraging in the public and the private sectors would lead to a serious economic set-back. Meanwhile, nobody can afford for interest rates to rise, but can central banks actually control the yield at the long end of the curve?
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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: