On the subject of economic policy, some opinion makers in Germany peddle myths, i.e. imaginary tales without a factual basis aimed at pleasing the crowd.
Why central bank stimulus may muddy the waters.
Correlations between groups of assets and within individual asset classes have changed in unexpected ways thanks to a decade of easy monetary policy. Our portfolio managers tell us what impact this has had on the way they manage money.
The US is currently experiencing an exceptional period from a microeconomic point of view.
Why an agnostic approach beats equity style biases.