Views & News

Think like a scientist - but which one and when?

| Global Equities
Christopher Lees
Nudgem Richyal
19 Mar 2020
  • In the last few weeks it has become clear that Asia mostly learned the lessons of SARS while Europe and the US did not; we’ve updated our probability-adjusted scenario analysis.
  • It is worth remembering at very difficult times like these we have a time-tested decision-making approach wrapped around our 4-Dimensional investment process.
  • By thinking differently and adapting to changes, as scientists would, we have been able to protect our clients’ capital in a relative sense during most major crises over the last 20 years.
     

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