Flash Update – October 28, 2020

Published on: October 28th, 2020

Events create risk and opportunity. When the time and date of an event is known but the outcome remains uncertain, it is wise to reflect on the risks and opportunities associated with it. An experienced CIO will consider whether positions on the book are just stale legacies of earlier enthusiasm or not. In that spirit, Julian reviews our portfolio for pre-election fine tuning.