"Uncertainty is a
timeless concept."
Ben van Leeuwen, portfolio manager at Lindsell Train
“We believe AI is one of the most deflationary forces ever – it takes costs out of businesses and drives productivity. So instead of thinking about rates being higher for longer, maybe we should be thinking about them being lower for longer.”
Storm Uru, fund manager at Liontrust Asset Management
“You could either entertain all the different ways you could be wrong, or you could let the market remove all doubt.”
Adam Marden, portfolio manager at T. Rowe Price
“The US could be playing with fire with the way it conducts its fiscal policy. But the reality is that it is still the biggest and most liquid market.”
JP du Plessis, portfolio manager at Methodical Investment Management