Manager James Thomson explains how he picks his best ideas from around the world. As 2022 progresses, he believes we will remain in a world of unreliable growth, with the worst of the supply chain disruption behind us. This could lower the bar for earnings expectations, making for a year of explosive earnings upside, but the journey might be less than smooth.
Money was easy to come by in the 2010s, for businesses, households and governments. With interest rates now much higher, hard decisions loom.
Banks are very powerful, but very fragile. That’s because they are dependent on people and their ability to believe.
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