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01 Nov 2020
5 min read
On the contrary: how unpopular trades can help
By John Roe
Recent events demonstrate the role of contrarian positions in portfolios.
Dramatic days in markets are great for doing live TV. Turbulence can rapidly change the market narrative, leaving the most popular trades exposed as investors rush to the exit.
Here’s an explanation of how taking contrarian positions can help, along with real-life current examples, from my recent appearance on Bloomberg.
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