01.09.2009 Opalesque Exclusive: Reichmuth’s FoHFs positive YTD, probable investment scenario end of financial crisis by 2010, general stagflation
By Benedicte Gravrand, Opalesque London:

Swiss private bank Reichmuth, based in Luzern, drew up an interesting scenario analysis in its latest newsletter ("Check-Up September 2009") – together with corresponding investment ideas.

Should the consensus be correct and the financial crisis be over, the economic crisis recovering by end-2009 or 2010, government deficits remaining high and

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