October 2020
Portfolio manager Sam Ziff on how we’re approaching one of the most significant shocks to global equity markets in recent years.
After years of stasis, Europe could be on the cusp of real change. Portfolio Manager Christoph Ohm thinks it deserves a second look.
Richard Oldfield introduces the key themes to our OP Insights this quarter, including the US stock market effortlessly climbing a yellow brick road, with the reminder that changes in fortune can be sharp and the importance of a well-positioned portfolio.
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