Asia in decline according to Buffett
At Valor Private Wealth, we have been positioned for the last 18 months expecting a lost decade in Europe, a slowing China and a recovering US.
As Warren Buffett describes in his latest interview on CNBC, our predictions are beginning to transpire as expected.
Whilst we have macro views on the economy, we prefer to invest in wonderful businesses that have the ability to create their own economics. Our strategy is paying off, with well above average returns over the last few years.