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MARCUS BURNS
Funds management
The idea that interest rates would remain low forever was ‘blue pill thinking’ by the market, according to Spheria, and lacked focus on the fundamentals. ...
Funds management
Investors should beware of unprofitable businesses with over-hyped valuations and focus on stocks with sound cashflow, according to Spheria Asset Management. ...
Funds management
A ‘significant value opportunity’ exists for micro-cap investors as the gap widens between them and small-cap stocks. ...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....