History doesn’t repeat, but it rhymes! Key takeouts
Vihari Ross, Marisa Broome, Adam Bowe, Dan Farmer, Tim Farrelly | 21 February 2024 | 0.75 CE
Our diverse panel of experts debated which of the high conviction propositions they heard during Markets Summit 2024 they most strongly agreed with and why, including identifying investment opportunities not yet fully priced into the market, and which they disagreed with most and why - and the portfolio construction implications of both.
The discussion covered a range of investment topics, from inflation predictions to niche equity opportunities in mid-cap and emerging markets. They also delved into the characteristics of private market...
