◀ The Principal Blog

Posts tagged ‘equities’

Where to find strategic relative value in Q3



As I look at the macro environment in the third quarter, I see a coasting global recovery of solid stable growth. Subdued inflationary pressures mean that monetary policy will be tightened only gradually, and this will support risk taking. In the current environment, I prefer equities over fixed…

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Short and Sharp – Risky business



Readers, welcome to my new regular column, Short and Sharp. This column consists of fortnightly articles, focused on current market discussion topics, taking a strong point of view and without using a lot of ink – short and sharp. Fears of impeachment and potential delay to legislative agenda in…

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