Alternative assets: How central bank policy will impact tomorrow's markets

Recession likely to last for 'at least a year'

With so much stimulus on top of the billions of euros still in the market from the Global Financial Crisis (GFC) and sovereign debt crisis, how are alternative assets positioned for the future, where are the likely winners and losers?

We have a new acronym to add to the financial lexicon, the "GHC". What was initially a China-centric issue with supply chain implications, now looks disastrous as developed markets reach levels of unemployment not seen in decades. So where does that leave us now?  Looking back through history one is reminded of the deep recessions following the 1970s oil crisis, which saw a 400% increase in the price of oil in a little over six months. Energy security became paramount and the UK Government responded by implementing a nationwide three-day week, impacting industry and society root and b...