Thinking about the woods AND the trees

Dr Pippa Malmgren | Canonbury Group, in assoc with Ironbark Asset Management | 03 August 2011

We’re facing a very complicated, rich and interesting landscape. For investors, the business of distinguishing the woods from the trees is going to be very difficult and will pay very well because of the difficulty involved.
 

Edited transcript

This is a very complicated, rich, interesting landscape. There are many investment opportunities but we have to be careful about our assumptions....