Over recent weeks, we have been vocal about five “big themes” for markets that will likely dominate the second half of 2019. These themes take stock of a collection of secular and cyclical factors that have combined to create an unprecedented macro backdrop. Specifically, over recent quarters excessively tight global monetary policy and contracting global […]
source https://thebtrader.com/2019/08/07/5-key-investment-themes-for-the-remainder-of-2019/?utm_source=rss&utm_medium=rss&utm_campaign=5-key-investment-themes-for-the-remainder-of-2019
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