The beginning of the year renders itself for rethinking medium-term issues, especially risks. As the ‘Market Views’ section of this site shows, we at Baffin Advisors revisit our views about the global economy and markets constantly. However, we used the beginning of the year to send a letter to our clients with an extensive review of our views on the medium-term. The ‘focus piece’ here is an abstract of that annual letter to our clients.

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