European fund selectors rethink merits of US equities
Luxembourgian and French fund buyers lead revision of asset class’s prospects as Federal Reserve cuts rates to boost growth
Myria Asset Management
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‘In a slowdown the best opportunities will be in the US’
In a global economic slowdown, US investors will keep their money at home, according to Myria’s Thierry Guerillot
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‘The market is full of people who are clever and wrong’
You can’t be right all the time so it’s vital to find managers who hold opposing views to your own, argues Pierre Bismuth