'What is going on here?' Equity investors must focus on bigger picture as earnings season unfolds
Look beyond quarterly figures to assess long-term value
Giles Parkinson of Aviva Investors
In their new book 'Radical Uncertainty', economists John Kay and former Bank of England governor Sir Mervyn King argue that in the middle of a crisis, decision makers should take a step back and ask, "What is going on here?"
This deceptively simple question can yield useful information about the specific dynamics of the moment, as well as the longer-term implications of current trends. It is particularly useful advice for...
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