Contextual sensitivity is key to understanding markets
Philipp Hensler | Epoch Investment Partners | 18 February 2020
Today’s complex markets cannot be understood with reference to simple neo-classical economic models. To fully appreciate the risks and opportunities in a high VUCA environment, portfolio construction practitioners must adopt a mindful approach in order to adapt to unexpected events. Biology teaches us that it is the most adaptable species which survive.
Presentation (2 mins) | Podcast
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