Populism requires a more active approach to investing

Jacob Mitchell | Antipodes Partners | 19 February 2019 | 0.25 CE

"Rare events" occur with surprising frequency - credit crises, sovereign defaults, currency devaluations and political upheaval, to name just a few. Predicting these events is impossible but an awareness of building instability is not. The investment landscape is changing. Rates are normalising, and populism is on the rise. Technology is driving disruption, but not every perceived winner will win and not...