Of all the members on DCM’s Investment Policy Committee, Randy Alsman has spent more time than anyone else investigating the European sovereign debt problems and interpreting what is happening. We think he has gone much further in this understanding than most anything we’ve heard on TV or read in the popular financial press. In this week’s audio blog Randy goes to some length to help us all understand:
- What is really happening in Greece.
- How Greece’s issues extend to the rest of Europe.
- Why (beyond the numbers) the way in which Greece’s problems gets resolved is so important.
- What DCM’s Investment Policy Committee has done to protect our clients’ portfolios.
We hope you find this helpful. As always, please feel free to give us feedback that you think might help improve our communication with you.
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