David Jane: The opportunity in post-truth financial markets

One of the biggest challenges we face as investors is trying to determine what information is relevant and what is opinion, speculation or worse. Over the past few years - most likely because of improved communication tools - the amount of information available to investors and the ease of gathering it has improved greatly. In the past, the investment banking industry and the financial media built businesses that could profit from gathering information and passing it on in a succinct or digestible form. As this information can now be so readily accessed, however, this business model had ...