Ian Brady, CIO and director of Harpsden Wealth Management, has said "investors fundamentally underestimate the impact of commodities on the overall profitability of markets", with implications for portfolio positioning in 2017 and beyond.
He noted the performance of commodities, and the energy sector in particular, has a much greater effect on markets than on the overall economy. "There is a huge impact right across the market spectrum,"...
Industry Voice: Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.
Comes in on 9 December 2019
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