Absolute Return Partners – A Brave New WorldVW Staff
Absolute Return Partners' letter title "A Brave New World"
“The deepest sin against the human mind is to believe things without evidence.”
In the the last two Absolute Return Letters I have argued why one should expect global GDP growth to be below average over the next decade or so, why interest rates should, as a consequence, remain low and why equity returns should also disappoint. Not as in negative returns but below the levels we have grown accustomed to over the past 30 years. If you have read those two letters, none of this should . . .
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