We scan global stocks for genuine oddity, starting with management behaviour. We take a closer look at a company's accounts, paying particular attention to the balance sheet and indicators of effectiveness of capital allocation.
We get an understanding of sales and cashflow, and we read what management says about the business and current conditions. We look for evidence of either an unusually benign environment for growth...
We must follow this meeting of the central bankers closely, argues Fabrizio Quirighetti, CIO and co-head of multi-asset at SYZ Asset Management.
Spent seven years at Aviva Investors
Second profit warning since June
Moved to Switzerland in 2010
Joins Vanguard, JPMAM, Hermes in shouldering costs