Quality is the best haven in uncertain times

Vihari Ross  |  Magellan Asset Management  |  18 February 2020  |  0.25 CE

The world is always heading into an unknown future but the threats change over time. Some of the unique elements to today’s uncertainty are the political polarisation, experimental monetary policies and high debt levels that are clouding the direction for financial markets. The best response for investors when pondering a future that is always VUCA is to ground their decisions in investment basics. For stock pickers that means looking for companies with sustainable advantages that are mispriced. In short, looking for mispriced quality companies.

Presentation  (19 m...

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