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Warm-Ups and Beyond: Survival Lessons for 2010
Friday, 05 February 2010

In her latest Cartography, "Warm-Ups and Beyond: Survival Lessons for 2010,” Cynthia contemplates the current investment horizon in terms of some of the more profound macroeconomic themes which she believes are going to impact returns, asset classes, and institutions. She believes that 2009 and its overwhelming monetary expansion may presage many more challenges. Likewise, she expresses her fear that governance at the institutional level may not have changed swiftly enough to get ready for the new enivironment. That being said, she believes there is great opportunity going forward, but that it sails along great peril.

 

 

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