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Our Investment Views

The Thought Behind Our Investment Advice

Creative De-Construction of Health Care Thumbnail

Creative De-Construction of Health Care

On a regular and routine basis we evaluate positions held within client’s accounts. We call it “creative de-construction” of the portfolio as each position within the accounts should provide a combination of diversification, safety and growth.

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Business Debt and Our Financial System

"As of now, business debt does not present the kind of elevated risks to the stability of the financial system that would lead to broad harm to households and businesses should conditions deteriorate" - Jerome Powell

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Negative Interest Rates

Negative interest rates are a signal that central banks in major developed countries are taking serious steps to fight slow economic growth. If you think of an interest rate as the fee you pay to borrow money, a lower interest rate means a lower fee. When the fee goes down, banks and people are incentivized to borrow money and therefore, spend more money. Negative interest rates, while unusual, create an even more dramatic incentive to borrow (again, imagine getting paid interest to borrow money) and stimulate more borrowing, more spending, and more economic growth.

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