In the latest Big Debate, our panelists from Eaton Vance and The Washington Update discussed the US.
Just how close was the US to a real crisis, with the recent Fiscal Cliff compromise and how likely is the crisis to reappear later in the administration? How much do these political debates matter for investors? And what is really going on with the US economy? What are the longer term issues investors should think about related to American equities?
This week's debate discussed these issues with a political expert and a leading equity investor.
On the panel:
Andrew H. Friedman, Principal, The Washington Update
Duncan Richardson, executive vice president, chief equity investment officer of Eaton Vance Management and chairman of the Equity Strategy Committee
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Newly-formed Mobius Capital Partners