Investing in liquidity driven markets

Today’s commentary
I have spent some time this past weekend reading what investment manager Hugh Hendry has had to say about why he has turned bullish. And the clear takeaways are twofold. First, it is very difficult to ‘fight the Fed’ when it wants growth. Second, the reflexive pursuit of growth leads to liquidity driven markets and that’s bullish for shares in the short- and medium-term. Where this leads over the longer-term is another matter.
There has been a lot of hubbub around the recent...


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