We close a difficult year with a sense of relief, and the tools to deal with the challenges ahead.
This article makes the case for knowing what’s under the bonnet before investing in innovative new exchange-traded funds (ETFs).
Rather than try to reduce it by austerity, inflation or default, the government should focus on keeping the rate of economic growth above the cost of servicing the debt.
Do changes at The Fed mean low rates forever?
Stimulus should be forthcoming and trade uncertainty relieved, even if Congress remains split
The rule of law should prevail and the recovery continue, though a long delay could weaken it
As COVID-19 continues to affect our lives and influence economic activity around the world, there’s lots of uncertainty about what the future holds. Localised outbreaks and lockdowns are possible anywhere until a vaccine is found, with the level of unemployment likely to be the key factor driving the pace of the recovery over the next couple of years.
Depending on what lens you choose, the value of equities can vary widely. We’ve looked through as many as we can, and we’re maintaining a vigilant optimism.