Mike Biggs, head of macro strategy at Ruffer, explains his credit impulse thesis and why he believes that more private borrowing and bank deregulation can be key to kickstarting economic growth.
Dan Kemp, ex-CIO of Morningstar and founder of Portfolio Thinking, discusses his 'Do's and Don'ts' for ETF investing - explaining why thematics are a money pit and how there might be hope for semi-transparent ETFs in Europe.
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