Browsing Tag


A Return to Fundamentals?

The Absolute Return Letter, July 2015“In a world that is changing really quickly, the only strategy that is guaranteed to fail is not taking risks.” Mark ZuckerbergGreece on the brink A Greek, an Irishman and a Portuguese walk…

Is the ECB doing QE?

Last week, the ECB announced that it would begin purchasing securities backed by bank lending to households and firms. Whereas markets and the media have generally greeted this announcement with enthusiasm, this column identifies reasons…
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