Against [Official] Odds It's a Trump USA Now
It is not official yet. But against many odds it looks like Trump has taken it. There are many implications we need to act on in our portfolios....
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Brexit: Judgement Versus Obedience
Yesterday's high court ruling stating that parliament must have a say before any triggering of Article 50 to start the process for Britain to leave...
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Risk: Dealing With Known-Unknowns
As any parent will confirm, teenagers know one thing. Unfortunately, it is “every”-thing. The rest of the population, by contrast, recognizes and...
167 Views
The Balance Sheet on QE
When quantitative easing (QE) was introduced in 2008, it was seen as a panacea for many economic ills. But eight years on there is a mountain of...
142 Views
The Confidence "Interval"
Europe’s banking sector is back in the spotlight – and, once again, it is for less than positive reasons. Unlike earlier episodes, however, the...
157 Views