THE HIDDEN OPPORTUNITY FOR EUROPEAN STOCKS
The US stock market has outperformed Europe in the last decade. Of course, the better returns can be explained by structural (such as the higher…
Interview with Hold Asset Management’s CIO and Senior Portfolio Manager
Major stock markets have become very expensive, and there are many signs that the way from here is going downwards globally. Such a situation has…
Economics Misbelieves – Part 1
Rehabilitation of the Lost Decade(s) As in the case of most developing scientific fields, it is also true that economic models and metrics should only…