Asset Management Articles

How to Win in a Perfectly Competitive Market?

How to Win in a Perfectly Competitive Market?

How do we differentiate from others in a world where access to information is no longer an advantage? I work in the financial markets where information has always been the key to success. Yet, in the modern age, with the democratization of information, is it still the...

Thoughts on the global economy

Thoughts on the global economy

Are we heading into a much more challenging investment environment? Expected returns from most asset classes are at a record low. And it happens at the time when everything suggests volatility is very likely to pick up. Should we accept much less attractive...