As we always do in January, this month we focus on the investment minefield laid out in front of us and we argue that with upcoming elections in the Netherlands, France and Germany, and economic uncertainties globally, this year could turn into a rather tricky one for investors. There are reasons to be optimistic, however, and we hope that 2017 will be a prosperous year for you all.
There is macroeconomics, and there is microeconomics. Macroeconomics have failed miserably in recent years, and it is time to approach things differently. If you can find ways to stimulate demand more than supplies, you will almost certainly see a re-acceleration in economic growth.