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James Harries (Troy) - Exercising Discipline For Global Dividend Growth
Far From The Finishing Post
The Long Term Interest Rates Aren't Going Up as Much as They Should Have Been Last Year
My view is that we are still in the same cycle that we were that began back in two thousand and eight nine. What happened during covet wasn't really a reset. It was much more of a kind of economic heart attack, which was self imposed by authorities. And my view is we've had this incredible boom, and therefore we've had massive amounts of misallicated capital. We're moving into a point where policy is far less accommodative and valuations are far more full. You put all that together, and it makes for an outlook which is likely to be a bit more bumpy,. A bit more volatile, and returns to return rather harder to come by. But within
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