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Daniel Nicholas, Client Portfolio Manager at Harris Associates, discusses what sets them apart from other managers and the main challenges and opportunities in equity markets.
From a recession to AI, portfolio managers share diverse views on the big topics shaping investment decisions in 2024.
In the summer of 2022, Russia cut off most of natural gas supply, threatening European economies. A year on, the energy crisis has faded and Europe has adapted.
We once again find ourselves in an environment where just a handful of stocks are conveying a skewed view of the path for equities as a whole.