The old adage in journalism is that news is something someone somewhere does not want you to print
In investment management, being contrarian holds a similarly revered status. It is what no-one else will think, produce or act upon. The rest, in both industries, is just so much noise. So, to come across a report that proposes not one, but three big contrarian ideas is quite intriguing. Prof Amin Rajan’s analysis on Exploiting Uncertainty in Investment Markets delivers his verdict on what will drive economic growth in the next three years, who or what will lead it, and what the winning investment management business model will look like. He also challenges current wisdom on inv...
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