In addition to being a Portfolio Manager/Analyst on our Global Thematic Equity strategy, Managing Director Steve Wreford is a student of history. In the second part of a two-part discussion, Wreford tells host Ronald Temple that the high valuations and investors’ willingness to look past traditional profit measures remind him in some ways of the TMT bubble in the late 1990s. Find out how he thinks investors can prepare for a more volatile environment.
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