The disappointing recovery following the 2008 Great Financial Crisis has brought to life Alvin Hansen’s thesis of the late 1930s. Hansen was wrong. But he was wrong in way he still might be right after all.
More expansive fiscal policy is just what the doctor would order in the current economic environment. The big question remains whether politicians will also follow up on this advice. In this blog post, we take a look at what’s currently on the table in several important countries.
Your monthly appointment with the financial markets. What were the trends for equities, bonds, currencies and commodities in the past month, and what made the markets move ? You can discover the most striking evolutions in this clear and concise analysis.
Despite volatile interest rates, 2017 was a good year for Eurozone listed property with the EPRA Eurozone posting a total return of +16.5% whereas shares only show a return of +9.2%. After years of good performance and long-term rates remaining volatile, what can we expect for 2018 ?