Value investment

Articles Finance

Value Investment and Populism

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Super-low interest rates and tame inflationary expectations would be unlikely to survive the elevation to prime minister of Jeremy Corbyn…

Articles Finance

No Love for Value: Markets at Extremes

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“We believe we understand the past, which implies that the future should also be knowable. But in fact we understand the past less than we believe we do”

Articles Finance

Twenty First Century Schizoid Markets

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We have something akin to a poorly microwaved pizza — parts are still frozen and parts hot enough to blister your lips.