Market forecasters have a terrible record of predicting the future. Investors influenced by them may be sabotaging their returns.
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Markets overreact in the face of uncertainty. Our economy, businesses and markets are dynamic and will adapt – a huge strength
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Why we believe selectivity is more important in a time of great market and economic transition and highs in both market concentration and valuations
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In a world of significant transformation, it's not about risk on / risk off. It's about aligning with durable, adaptable, growing businesses and not overpaying
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