Maintaining one's conviction, and indeed discipline, is an important trait for any investment manager/team. Being prepared to change equally so.
To be managed by De Bruin and team
This month: Pictet Asset Management’s Shaniel Ramjee
US-China trade wars have been re-invigorated with extra tariffs on Chinese products worth $200bn and threats of 25% tariff on a further $300bn. This prompted comments from President Xi Jinping, calling on the nation to embark on a new 'Long March'.
Departs after more than seven years with the firm
Investors should not be afraid of taking risks
Architas' Jon Arthur and Avni Thakrar explain why investors are increasingly turning to alternative assets