Return to QT is painful but essential

Shorter duration required



With global growth relatively strong and equity and property markets close to all-time highs across a number of core sectors, many would be forgiven for thinking the Global Financial Crisis was an irrelevant dot on the horizon. I would argue, however, investors must act to avoid another dose of destructive financial amnesia.

As the column inches pile up on the crisis, there are still key lessons to be drawn and revisited from that most disturbing period - not least because we are closing in on another critical juncture in securities markets.  Yes, times are different from ten years ago - the financial system is less precarious and new technologies have emerged, among other factors -  yet clearly not all the scars and bruises have faded. Investment Conundrums: Pacific AM's Bartleet on why his single largest concern is complacency in markets Growth is positive but fragile because economic confidence has ...

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