This month's edition opens with a strategy piece by Alastair George, who believes that the prospect of a prolonged period of tighter US monetary policy has led to a soaring value of the US dollar and one of the largest sell-offs in global government bonds in the modern era. There are also specific ‘pinch points’ in the investment landscape acting as focal points for market volatility, with the UK being the most recent example. Readers wishing for more detail should visit Edison Group's website, where reports are freely available for download (www.edisongroup.com).
Comments