Tag Archives: St Ledger’s day

Finding your Way

I have had the good fortune, in the last month or so, to meet with a couple of Fund Managers from ‘boutique’ investment houses. They each spoke eloquently and robustly for the best part of an hour, one on ‘multi-asset’ investing, whilst the other concentrated on Japan. There was a phrase that was used, which was particularly relevant – not just to one country – but to many. The phrase was “the Stock Market is not the Economy”.
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