Governments are refocusing on fiscal policy instead of monetary policy. They are finally recognising that two decades of central bank stimulus policies have created major asset bubbles in stock and housing markets in many major economies.
Unfortunately, these bubbles are now beginning to burst, with potentially serious consequences for the wider economy. As a result, we are seeing a return to a world where investors start to worry more about return of capital, than return on capital.
The support you need to move quickly up the ‘new normal’ learning curve and implement new strategies.
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