In this bulletin, the last of 2013, Geoff reflects on some of the things that have happened this year, before looking at some of the opportunities that he sees as being likely to arise in 2014. In particular, he comments on:
- As the national debt rises to £1.2 trillion, is debt good?
- Will Mark Carney’s strategy for the economy succeed?
- For 2014, take a fresh look at asset class spread, apportionment and the time scales over which they are required to perform.
Click here to read it.