Monthly Archives: March 2017

Yields Are Rising

Yields on US 10 year Treasury notes are pushing upwards once again:

This is a good thing. Why? Because they are rising in response to better growth metrics in the US economy. But aren’t higher rates prohibitive to growth and investment? A some point yes. We are a long way away from that point – wherever it may be…

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Amsterdam – Thoughts, Impressions, Inspiration


Rembrandt van Rijn – The Militia Company of Captain Frans Banning Cocq (also called: The Night Watch), 1642

Last week I was in Amsterdam for the Citywire Global New Ideas conference.

Since Riga is off the beaten path for most fund management companies, events like this give us the chance to meet with fund managers from all over the world and to get a better feel of the market zeitgeist by talking with our European peers.

From an idea perspective, I find that one out of three presentations actually deliver. Some pitches from mutual fund companies are shockingly bad, others can border on the brilliant.

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