How LBW Sees It
Macroeconomic factors come in a variety of forms (such as monetary policy, inflation, certain sector performance, etc.) and every so often these factors release their “Kraken”0F[1] potential. And like the “Kraken” you usually don’t realize the monster is right beneath you until it’s swallowing you whole. Okay, we may have started aggressively by acting as if we are going to make an influential market call1F[2]. Well we aren’t. However, we do want to discuss what we feel resembles a “Kraken” and shed some light on an influential change that is occurring in today’s market – passive investing. |
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June 2018
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