Monday, 24 December 2018

IceCap Asset Management: An Entire Generation Of Investment Professionals Has No Idea What's Coming

A lot of truth in this article.

To be clear – there’s now an entire generation of investment professionals around the world who’s entire career (both professional and academic) has occurred during a period dominated by:

- 0% interest rates
- Negative% interest rates
- QE and money printing
- Bank bailouts
- Sovereign debt bailouts

Why is this important?

This is important because the industry as a group creates, forms and distributes risk-return expectations for every dollar in the investment universe.

No comments:

Post a Comment