Ignore macro forecasts to enhance global equity returns

David Allen  |  Plato Investment Management  |  21 February 2024  |  0.50 CE

Every day we are inundated with bold macroeconomic and geopolitical prognostications about the year ahead. While investors need to be mindful of the potential risks posed by different stress events, they should largely ignore macro and geopolitical predictions when it comes to selecting companies to invest in. Indeed, almost every consensus forecast for 2023 turned out to be wrong, from a resurgent China to Tech valuations being pummelled by the most aggressive rate hiking cycle in a century. A disciplined, bottom-up approach that guards against “black s...

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