by Paul Hoenck | Sep 10, 2020 | Markets |
As we enter the final few weeks preceding the US election, President Trump is more committed than ever to deliver a vaccine for Covid-19, or at least convince the public that one is very near. It’s no secret that the electorate overwhelmingly disapproves his...
by Paul Hoenck | Oct 11, 2019 | Markets |
In a recent meeting with a London based fund manager, an investment case was made for a macro bet to be made on the secular shift towards fiscal expansion in one of the countries most famed for their discipline and steadfastness in this area, Germany. What was...
