Warren Robertson is a Portfolio Manager and Analyst with Lazard Asset Management.
We’ve seen consumer sentiment recover from the extreme lows of the last few years; conditions are ripe for a retail rebound.
The disconnect between prices and profits goes a long way to explaining why valuations look so stretched at the top end of the market.
How valuable are returns to the adviser-client relationship?
Two deals, and two vastly different verdicts from the market. Why?
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