54: Investing When Fundamentals Don’t Matter

Investing on the basis of fundamentals has long been a cornerstone for prudent investors. However, the rash of extreme geopolitical events over the past several years has tried investors’ patience, riled portfolios and turned sound expectations on their heads. This white paper examines the factors that have contributed to this dilemma and discusses investment strategies investors can implement to ride out the unusual market conditions in a thoughtful and disciplined manner.

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