In-depth, expert analysis on the changing landscape of investments around the world. Leading asset managers reports uncover trends, highlight changes and consider future strategic impact.
As we wrote in our note last week “Tis the Season to be…nervous?”, we believe that the heightened financial market distress of the past few weeks reflects overly fearful sentiment. In the points below, we outline our key thoughts as to our positioning in the context of our views at the beginning of the year and, more importantly, what our strategy is in the short and long-term.
Date added: 22-01-2016