Within the market, we are witnessing an increase in the dispersion of returns produced by individual securities - something which poses opportunities as well as threats for investors.
Stock level dispersion can be monetised on both the upside (through long positions) and downside (through short sales). With regard to the latter, the 'casual dining' space is looking unappealing. Problems...
Wins contest against Jeremy Hunt
Former CEO of Sandaire Investment Office Alexandra Altinger
India and trade disputes give EM managers a lot to think about
Taking stock of the world's currencies