INSIGHTS

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INSIGHTS 2017-09-22T22:34:20+00:00

PM Newsletter • 1 – 2018

2018/02/02|Comments Off on PM Newsletter • 1 – 2018

When it comes to investing in China’s equity market we have become accustomed to a narrative centred on GDP growth. But at this stage in China’s evolution it is important to note that the (permanent) decline in China’s economic growth is a perfectly normal development.

PM Newsletter • 9 – 2017

2017/12/06|Comments Off on PM Newsletter • 9 – 2017

“There is no such thing as a free lunch” - Milton Friedman (Economist, 1912-2006)1

PM Newsletter • 8 – 2017

2017/11/08|Comments Off on PM Newsletter • 8 – 2017

In the first part of this newsletter we delved into the nature of money and underscored the connection between money and the real economy.

PM Newsletter • 7 – 2017

2017/10/05|Comments Off on PM Newsletter • 7 – 2017

It is no coincidence that in the era of unconventional monetary policies cryptocurrencies are becoming the object of increasing interest and scrutiny.

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