Within this report, we review the events of the 1920s in order to gain some perspective on the present – as they say, history doesn’t repeat but it does rhyme, and it is amazing just how much it is rhyming of late.
We also update our views around Equities, Currencies & Bonds.
The Quarterly Report can be downloaded here: 2018 04 25 Quarterly Client BRIEFING (pdf, 3MB)
Please contact us if you would like some further information. Additionally, feel free to pass on this report to friends, family and colleagues who might appreciate a broader perspective.
We hope you enjoy the Briefing.
The Directors of PCM
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