Diversification and a vigilant approach key to riding out volatility

In our recent discussions with respected investment managers, there is no doubt that in certain case...

In our recent discussions with respected investment managers, there is no doubt that in certain cases, some outstanding pockets of value are now becoming available taking a medium- to long-term view of the world, which will not completely run out of growth. However, analyst earnings expectations are still far too optimistic, and we remain cautious of the near-term outlook for earnings. Many parts of the stock market have seen significant price falls already and by any definition are already in bear market territory. It is worth noting that in a recent article produced by Odey Asset Manage...