Portfolio Construction- Structural or cyclical trends?

posted Jul 20, 2015, 9:14 AM by Janelle deRocquigny   [ updated Jul 20, 2015, 9:15 AM ]
Portfolio Construction
As part of his June commentary, Yoonjai Shin, Director and Associate Portfolio Manager, Investment Consulting, explains the importance of uncovering deeper structural trends in the market as they can have significant implications in the longer term.