It is critical to identify long-term trends to ensure a portfolio's strategy is focused on key issue...
It is critical to identify long-term trends to ensure a portfolio's strategy is focused on key issues rather than momentum trades, according to Peter Toogood, CIO at Forsyth Partners. He said: "It is essential to know what is happening to economic growth and inflation in the world's leading economies. It is also a good idea to construct top-down/geographic asset allocation as well as tactical/sectoral themes."
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