Tagged: assets


LGIM’s Anton Eser: Big Correction Coming in Risk Assets

Feb.02 — Anton Eser, incoming chief investment officer at Legal & General Investment Management, discusses the global factors that weigh against the reflation trade, demographics’ contribution to growth, protectionism under the Trump administration and...


Flight To Safety – Investors who do not start moving their capital in advance of crisis will be forced to pay much higher prices for safety — or may find they can’t get into these haven assets at any price.

There’s a preponderance of data that shows the world’s major asset markets are dangerously overvalued. And when these asset bubbles start to burst, the ‘save haven’ markets that investment capital will try to flee...