Monday Macro – Vote in my poll, more long term data shows skewed returns and Europe’s population problem

A shorter macro note this time but next week we’ll have a deep dive into the energy sector. This week, why Europe has a population problem and the skewed nature of equity returns

What do you think - time for another poll!

I reckon it’s time for another quick investor poll. How bullish are you feeling at the moment? Is the US more attractive than other markets? Are you increasing or decreasing cash levels? Please vote below:

Question 1: (my own position is “no change”)

Question 2: (I’m slowly increasing Japanese exposure)

Question 3:…