The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
LTCMA Time Frame
We believe the Brexit negotiations will conclude with a relatively “soft” Brexit. But, as current media headlines show, there are still a number of compromises that need to be made on both sides to seal the deal.
The biggest problem in U.S. productivity growth has been a decline in investment spending.
LTCMA 2017 Macroeconomic Assumptions
Monica Issar discusses the challenges these investors face and the investment opportunities they seek