Trevor Greetham on Spike-Flation, Equities and Removing Biases
Macro Hive Conversations With Bilal Hafeez
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How to Be a Successful Portfolio Manager After COVID
Post-COVID, we've had a much more daily management and risk control process. It's meant to be a screening process that does sort of things you naturally would want to do as a good investor rather than something that becomes impenetrable. The investment environment has changed, but I think primarily what's happened is the inflation environment has changed hugely. And because we've looked back over models that we don't want to work since the mid-90s, the models aren't wrong-footed too much by the fact inflation is now more of an issue.
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