Why the shift from savings glut to grab is good for investors
Countries and companies will need to compete for funds to meet their spending plans
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There is method in the market’s madness
But it relies on a host of rosy assumptions going in investors’ favour
Markets should pay heed to the affordability squeeze
Political pressure in response to public anxiety will demand policy responses
The liquidity curse for investors
Instant ability to trade tempts many to make bad decisions
Governments cast a hungry eye over public piggy banks
Investors’ first duty is to their stakeholders, not to politicians trying to fund spending and infrastructure
Only two events have mattered in my 30 years of investing
Markets have shrugged off everything from geopolitics to financial crises
We must be mindful of the risks of private credit
The sector remains untested in a severe or prolonged economic downturn