James Montier er Value investor by heart og leverer et par gode vurderinger af økonomien og forskellige sektorer.
Han er ansat hos amerikanske GMO, der løbende reducerer i deres beholdninger af selv store selskaber. De er på 50% og forventer at nå 39% ved udgangen af året.
http://www.fuw.ch/article/equity-markets-are-overvalued/
Et godt citat: Gazprom for example, which trades at a P/E of 2, is very cheap. But again, this is not a market to be enthusiastic. Every asset has been affected by the quest for return. I call this the Cinderella curse: Cinderella has already been taken out by Prince Charming, so you are left with the choice between her two ugly stepsisters.
Han er ansat hos amerikanske GMO, der løbende reducerer i deres beholdninger af selv store selskaber. De er på 50% og forventer at nå 39% ved udgangen af året.
http://www.fuw.ch/article/equity-markets-are-overvalued/
Et godt citat: Gazprom for example, which trades at a P/E of 2, is very cheap. But again, this is not a market to be enthusiastic. Every asset has been affected by the quest for return. I call this the Cinderella curse: Cinderella has already been taken out by Prince Charming, so you are left with the choice between her two ugly stepsisters.
