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Domestic Consumption is the Core Investment Case

Investors have spent many years wondering why fast economic growth in China was not reflected in strong investment returns. Now, they are wondering how slower economic growth can generate such…

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US dollar bills

The US is Historically Overpriced but Enjoying Significant Momentum

The brutal weather in January and February across North East America has once again hit GDP growth. The combination of freezing conditions, a prolonged dock workers strike and a very…

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Parthenon temple, Acropolis in Athens, Greece

The Real Greek Tragedy

‘The people of Greece are withdrawing their savings from their own banks at a phenomenal pace’ The Greek government continues to hold out for a better bail-out deal. Greece’s bargaining position…

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