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...
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