GIRO – Credit Madness, Turkey, Fiduciaries & ESG

Published on: December 4th, 2020

In this recent edition of Grant’s Interest rate observer, Jim Grant and his team observe much more than just interest rates. Including, how low rates are creating unintended consequences in credit markets, a unique bullish outlook on Turkey in light of recent changes, the evolution of fiduciary responsibility, a new way of thinking about ESG investing and an actionable idea to play this trend, and the potential for antitrust regulation of big tech under a Biden administration.