◀ The Principal Blog

Posts from the ‘Portfolio Management’ category

Last Exit to Brexit



The political backlash against free trade and immigration has been the most disturbing element of politics this year on both sides of the Atlantic. Growth and prosperity over the last 50 years has been driven by lower tariffs and harmonization of product and service standards. Indeed, the entry of…

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Inside Real Estate: Another Year, Same Old Expansion



Another year and still no change in the plodding expansion of the U.S. economy. Moreover, there are few visible catalysts that may push the economy towards an “escape” velocity of growth in the foreseeable future. This expansion, though sub-par by historical standards, has actually delivered 27…

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