IN THE MEDIA

August 2016

Thoughts on private debt and its effect on economies.

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As a case in point, eight years after the GFC hit, the Eurozone’s four largest economies have low GDP, pitiful consumption, little or no improvement in the number of people employed and scary unemployment levels.

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The last 12 months has thrown up a cornucopia of opportunities for global value investors. Gold, US Treasuries, minimum volatility/high dividend equities and US Dollar strength have all yielded not only handsome rewards but also diversification that has hedged equity Beta – the measure of volatility – in a way that has generated attractive risk-adjusted returns.

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