Head of Equities at Schroders, Martin Conlon argues that we've become complacent and are putting far too much faith in policy makers

Tom McKay

Head of Equities at Schroders, Martin Conlon argues that we've become complacent and are putting far too much faith in policy makers. we don't expect the future to be a bed of roses. Profits have benefited from an extended artificial tailwind borne of excessive credit. Credit brings forward demand. Slowing credit and deleveraging mean slowing demand. Twenty years of booming credit will not be unwound in one or two years when debt levels merely stabilise. (VIEW LINK)


Tom McKay

I'm the Managing Director and Co-Founder of Livewire. I'm passionate about collecting and curating the markets most informed insights every day so that our members can discover new investment ideas. If you would like to get in touch - please use...

Expertise

Australia economy credit

Comments

Please sign in to comment on this wire.