Consensus is a wonderful thing, not because it necessarily forms around a correct view of the world, but because it opens up investment opportunities for those prepared to take a contrarian approach.
An inevitable by-product of consensus in financial markets is that alternative outcomes, however plausible, become under-priced. A case in point is the outlook for long-term interest rates. That US...
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
Latest news and analysis
Primarily smart-beta products
Revealed – successes across all 11 categories