Doodles from an eventful summer
It was a very eventful summer with many incidents impacting financial markets, and we have compiled all these topics into one letter. China is not surprisingly a core subject. If the Chinese economy is slowing (and it is), we don’t think China is in for a hard landing. If anyone is in for a hard landing near term – and this may surprise you – we think the U.S. and the euro zone are far more likely candidates.
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Investment Megatrends
Our investment philosophy, and everything we do at ARP, is driven by the long-term Investment Megatrends which are identified and routinely debated by our investment team.
Related Investment Megatrends
Our investment philosophy, and everything we do at ARP, is driven by the long-term Investment Megatrends which are identified and routinely debated by our investment team. Read more about related Megatrend/s for this article: