RWC's Ajay Gambhir says while geopolitical events in the Middle East have sparked uncertainty, there are still plenty of opportunities for long/short investing in Europe.
One has to seriously question the purpose of market outlooks. While it is a great way to fill column inches at year end, did anyone predict the unraveling of the political incumbents across the Middle East? The potential for the region to reach melting point has been highlighted as a geopolitical risk for the last 80 years, but predicting the speed of change occurring in the first quarter this year was near impossible. As a fund manager paid to make our investors money, we respond to geopolitical events as they unravel, though endeavouring to separate the hysteria from the implications f...
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