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Reflections on decades of experience in investing

A handful of themes, such as technology and the understanding of human condition, stand out.

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Brexit and growing trade barriers are manifestations of the peak globalisation, and the more constrained movement of people and products is likely to crimp profit margins as we move forward

LOOKING back over my many years in the investment management industry, the importance of a handful of themes jumps out at me. First, technology has been, and always will be, an incredible driver of change.

Next, understanding the human condition is as important as any investment analysis...

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