As he prepares for retirement, a Chief Investment Strategist from a major global fund manager summarises what he has learned working through five full business cycles. He says it’s time to take risk off the table.
Tag Archives | globalisation
Platinum’s Kerr Neilson shares his insights into long term investing in global markets, especially the disruptive effects of technology and globalisation. And always with a focus on the price of a stock.
The old paradigm that manufacturing will increasingly transfer to low-cost developing countries is being turned on its head by technology advances.
Trump’s vision for US trade policy might suit US corporates and Middle America, but the rest of the world will suffer the consequences. Income inequality and environmental setbacks are other unwelcome effects.