4 results found

Those who cling to yesterday’s narrative may forego one of the great trades of recent decades as the world shifts to a "global reopening" narrative and away from one of "secular stagnation".

Julian McCormack | 0.50 CE

Practitioners should examine portfolios for slow or no growth equities, priced like bonds, whose attractions may be inundated by a wave of fiscal stimulus.

Julian McCormack | 0.25 CE

China is frequently presented as a source of crisis or instability for the global economy. However, the picture is one of imperfection, not peril.

Nearly a decade after one of the great debt binges of all time, Chinese economic growth and credit creation have slowed. Today, stimulus is being undertaken. This is not a crisis, this is reform.

Julian McCormack | 0.25 CE