Dr David Allen at Portfolio Construction Forum Markets Summit 2024
Every day we are inundated with bold macroeconomic and geopolitical prognostications about the year ahead. While investors need to be mindful of the potential risks posed by different stress events, they should largely ignore macro and geopolitical predictions when it comes to selecting companies to invest in. Indeed, almost every consensus forecast for 2023 turned out to be wrong, from a resurgent China to Tech valuations being pummelled by the most aggressive rate hiking cycle in a century. A disciplined, bottom-up approach that guards against “black swan” events is a surer path to success. History does however provide a powerful guide for the performance of investment styles, and Quality, Sentiment, and Value are well poised.
Presented by David Allen, PhD, Head of Long/Short Strategies & Portfolio Manager, Plato Investment Management, at Portfolio Construction Forum Markets Summit 2024
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