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:
Middle East escalation and Commodity Price increases
Yield curve momentum stalling – risks for supply
BoE Governor Andrew Bailey getting twitchy
Japan’s new Prime Minister blunders
France mired in debt with unlikely targets
Switzerland’s wonderful finances but internal woes
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