INSIGHTS

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

PM Newsletter • 3 – 2018

2018/04/04|Comments Off on PM Newsletter • 3 – 2018

Protectionism is based on the naive idea that the wealth of a nation depends on how much more it sells to the rest of the world relative to what it buys.

PM Newsletter • 2 – 2018

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Stubbornly low inflation in the presence of unprecedented monetary stimulus has been the source of considerable debate.

PM Newsletter • 1 – 2018

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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

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