It’s a Xanax World

It’s a Xanax World

Even reducing the growth rate of current government debt does little to help what in essence is a demographic not a financial problem: too few Millennials to take care of too many Boomers The Romans gave their Plebian citizens a…

Defensive Boxing

Defensive Boxing

Investors would do well to beware of portfolios with high beta but no alpha – according to Gregory Kolb of Perkins Investment Management – as being bullish in a bull market is neither skillful nor financially healthy The stock market…

Edmond de Rothschild: China in 2014

Edmond de Rothschild: China in 2014

After a volatile year of economic forecast downgrades and upgrades, China’s GDP growth will likely reach 7.6% this year, slightly above the government target of 7.5%. With stabilized growth, China’s government can now focus on pushing forward with much-needed and…

Swapping growth models in Europe

Swapping growth models in Europe

The wide divergence in cyclical conditions across member states of the European Monetary Union is often highlighted. Deutsche Bank Research discerns a number of tentative “swaps” in the characteristics of each economy: Germany is turning “French”, Spain is turning “German”,…