All Things Considered… We do not know what we do not know

Joe Fernandes, Maroš Servátka & Robert Prugue  |   31 July 2020  |  1.00 CE

We make automatic assumptions on a daily basis. A critical assumption is that our pre-Covid-19 pandemic investment management toolkit will remain relevant in the future.

Questioning our assumptions is fundamental to ensuring long-term, sustainable investing success - but it is challenging. People living in a system often cannot conceive of a different world. Yet the Covid-19 pandemic has created a global health and economic crisis that is unprecedented in speed, breadth, scope and reaction - and there is a growing realisation that this IS a whole new ...

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