By Jason Whittaker, manger of the Cazenove North American fund Many of the comfortable assumpti...
By Jason Whittaker, manger of the Cazenove North American fund Many of the comfortable assumptions that had existed before 11 September in the Western world have had to change and it will take time before the full ramifications of this become apparent. From an investment perspective, we cannot wait for clarity to materialise. We need to work with the information we have now and this involves going back to basics. While still unquantifiable, it is possible the risk premium of equity markets may need to rise. Although delayed, all things being equal, there will still be a recovery in 20...
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