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"When the facts change...."

Writer's picture: Edward BallsdonEdward Ballsdon

RESEARCH CONTENT


John Maynard Keynes is often credited with saying “When the facts change, I change my mind. What do you do, sir?”

 

This report summarises the impact of new facts that have come to light and how they impact existing investment themes, whilst also noting how other facts have just confirmed previous trends:

 

  1. Middle East escalation and Commodity Price increases

  2. Yield curve momentum stalling – risks for supply

  3. BoE Governor Andrew Bailey getting twitchy

  4. Japan’s new Prime Minister blunders

  5. France mired in debt with unlikely targets

  6. Switzerland’s wonderful finances but internal woes

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