Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.
29 Jul 2020
6 min read
Investment distancing
By John Roe
I discuss the importance of avoiding crowded positions in a Bloomberg interview.
With so much economic uncertainty, we’re paying greater focus to sentiment and positioning as drivers for our views – the idea being to avoid crowded positions that are particularly vulnerable to a change in the market narrative.
On Bloomberg, I recently discussed what that means for our thinking on a wide range of assets including US technology stocks, the euro, and US corporate bonds.
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