Tag Speculation

The End of Age of Speculation

Markets are full of noise about everything from inflation, risk, leverage and politics, but the reality is we are approaching “Peak Speculation”. It doesn’t mean a crash in imminent, but that investment strategies and approaches are going to have to factor in a new reality, and be far more suspicious, questioning and smart as a new reality takes hold. The consequences of QE and other factors that fuelled the speculative age could be with us for decades.