INDUSTRY NEWS | 26th April 2022
9 Min Watch
Our Chief Investment Officer, Chris Wyllie, made another of his regular appearances on CNBC this morning.
The conversation focused on four main themes. Firstly, a look at how markets are often better at pricing-in short term news flow, rather than the impact of larger but slower moving changes in the risk backdrop. The talk moved on to cover our investment process and current traffic light indicators. Next up, Chris talked about the perils of forecasting versus narrowcasting, and how investors are already very gloomy on growth in reaction to rate hikes and Chinese lock downs. Lastly things turned to Elon Musk’s recent acquisition of Twitter, the current dynamics within the technology sector and how there are sheep and goats out there in the ether.
Click below to watch the full interview.