"In a world where technology has made trading easy and frictionless, and activity is vigorously encouraged, we should expect the frequency of behavioural mistakes to increase. This is a problem inevitably exacerbated by the sheer amount of financial market noise we are exposed to."
"Breadth is a fundamental investor’s best friend."
"Deglobalisation is overblown. It’s more of a rebalancing and reorganisation."
"If we say we are going to a structurally higher inflation world, it means one thing – our central banks have failed at what they are meant to do. And that is quite a thing to say."
"Breadth is a fundamental investor’s best friend."
"Deglobalisation is overblown. It’s more of a rebalancing and reorganisation."
"If we say we are going to a structurally higher inflation world, it means one thing – our central banks have failed at what they are meant to do. And that is quite a thing to say."