In general, and I speak from bitter experience, it is not much fun being early on a trade - even if that trade is ultimately successful, writes Investec AM's Alastair Mundy.
The dreaded career risk dictates it is better to go with the flow and either go off the edge with everyone else ('performance while disappointing was in-line with peers') or time an exit to perfection. ...
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
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