"May you live in interesting times" is an English translation of a Chinese curse sadly appropriate to our current turbulent and uncertain times.
As the Queen recently delivered only the fourth special address to the nation in her 68-year reign, Britain's Prime Minister Boris Johnson was admitted to hospital, as fears grow over his condition. Perhaps not since wartime has Britain, and the world, been so severely tested. Despite the radical changes our society is currently experiencing, and come hell or high water, our job as portfolio managers is to manage assets in as diligent a manner as possible. The good news is, often during the bleakest periods in stock market history lie the best opportunities. This means as we nav...
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