Impact of Current Economic Realities
Today’s global economic environment seems to change by the day. Prudent investment requires a constant analysis. It also needs frequent re-evaluation of the markets for investment participation, as well as re-evaluation of the investments and the exit strategy for each one.
In this section we share some of our views of the current macroeconomic trends and how they affect our investment strategy. This section will be updated from time to time.
Are There Markets Relatively Isolated from the Global Economic Storm?
We believe that investors money is necessarily held on planet earth. We believe that some emerging markets are relatively safer places on the planet to hold assets during the present economic storm. They also provide better opportunities.
What About the Crash?
It’s two years later, and real estate values have tumbled in the USA. Is there real estate opportunity there? Yes. But we don’t want to invest in the USA economy until it has stabilized. Also, we like some of the more traditional attractions many have discovered investing outside the United States.
For example, many people have found it attractive from an asset protection standpoint to move some assets offshore. Given the present economic situation in the First World, this reason for locating assets overseas has become even more compelling.
The World is Ever Flatter
We are here in Panama. We are finding that the world economy is creating services that normalize investing globally. This is particularly true in Panama. Panama’s professionals are poised to assist our investors in establishing a global investment base. We are poised to assist our investors in permanently involving themselves in global investment opportunities abroad from a Panamanian base.