We wrote about the need for a U-turn in macro policy thinking recently. It looks like we are getting one; or just as important for market psychology, other investors think we are getting one - a shift that is. Read on to learn what investors should consider in this context.
This week we would like to revisit the topic of asset prices. More specifically, in reference to the latest RBA meetings and the IMF World Economic Outlook. A topic that is particularly important to us in perhaps elucidating whether we are in the beginning of (another?) bull market or in the final stretches of irrational exuberance. Most importantly, what does this mean for your investing going forward?
Markets & Commentary
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