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
ANIMAL SPIRITS™ REPORT: India Equity Strategy - Upgrade To Overweight as Patel's Dovish Arm Twists
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits prefers an "overweight" stance on Indian equities. Our macro baseline scenario...
397 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
2016 US Elections Scenario Two: Donald Trump Wins
A US election fought under moderately favourable economic conditions, with a Republican electorate divided and openly unhappy with its...
210 Views
2016 US Elections Scenario One: Hillary Clinton Wins
A US election fought under moderately favourable economic conditions, with a Republican electorate divided and openly unhappy with its...
196 Views