On Economic Transitions, Equities and Alternative Assets

CIO letter» |

November 7, 2013

In early October, our investment crew spent two days in Dublin for our third Global Investment Forum. The overall tone of the forum was still quite constructive on risky assets, although some risks were discussed as well, and the need to be more selective in risk taking was mentioned many times. A lot of “bottom-up” opportunities were highlighted too, after many years of “top-down” predominance on the investment debate, as we discussed attractive opportunities in sectors such as technology, financials, and industrials.

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