Report to CIO, multi-asset & macro Peter Fitzgerald
Creating better incentives for technology, pharma and infrastructure
Political uncertainty causing concerns
Income & growth portfolio
Underperformance still present – for now
How we frame things deeply affects how we process information and subsequently act on it. So much so that, despite convincing evidence to the contrary, it can be extremely hard to shake off a fabled preconception. It seems that once a label sticks it...