The End Game
Many investors have been on tenterhooks ever since 2008 believing that we have never fully solved the issues which created the financial crisis. Via QE central banks have managed to ‘lower the temperature’, however the patient is still sick. In this month’s Absolute Return Letter we take a closer look at a number of ‘end games’ and conclude that the most likely outcome is simply a continuation of the slow growth which we are currently experiencing.
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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: