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Mensuel de juillet 2015 - Fonds / Bourse

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Simplicity, Risk and Long-termism
By Adrian Lim, Senior Investment Manager, Aberdeen Asset Management   The world isn’t what it used to be. Years after the financial crisis, growth remains dismal, companies aren’t investing enough and we’re living with the unintended distortions of central bank easing. At Aberdeen Asset Management, we’ve been trying to make sense of this new reality. The following articles from our Global Themes in Asset Manage-ment series Simplicity, Risk and Long-termism shall express some of our thoughts on investing in these unprecedented times.   Simplicity   Generations of scribes have benefited from George Orwell’s famous rules for writing, guidelines that are still cited in the style manuals used at The Economist and Bloomberg. The author of 1984...
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