In a complex investment environment, investors should get back to basics and focus on corporate cash flows, scarcity value and the impact of inflationary pressure on profits. Simplicity will serve investors well in the coming years.
Keith Ambachtsheer’s lead article in the Fall 2014 edition of the Rotman International Journal of Pension Management, takes readers through an historical and logical journey that supports the case for long-termism. Importantly he validates this with four high-profile investor case studies which demonstrate that a long-term view benefits society but also the investors, willing to […]
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