In this second instalment, Stephen Jones, CIO of Kames Capital, pens an updated letter to investors concerned about macroeconomic and geopolitical headwinds.
Dear Worried, Good to hear from you again. I hope all is well and that your finances are withstanding these roller-coaster equity markets. Stealing a football line, it has been a winter of two halves....
'Markets will need to get used to this'
Developments in the ETF sector
Rethinking ways to attract and retain new talent
Keeping up with changing times
Unlisted firms should be given access, manager urges