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Mind of the Manager Sample

Quotes from various investment professionals and portfolio managers.

Published: 04/08/2025

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Ross Anderson

Automation Engineer

"For all investors’ handwringing over Donald Trump’s unpredictability, it’s worth keeping in mind that market volatility creates all sorts of opportunities — if an asset you’re eyeing is too expensive, you may be just a Trump tweet away from a buying opportunity."

Michael Mackenzie, journalist at Bloomberg

"Now we finally have the key ingredients converging (for M&A activity): favourable macroeconomic conditions, a potentially more benign regulatory environment, and a growing risk appetite among corporates."

Mark Sorell, co-head of global M&A at Goldman Sachs

“Indexation is not a passive strategy. It’s a momentum strategy.”

Terry Smith, founder and CEO of Fundsmith

“Shocks are becoming progressively larger but less shocking”

Bill Blain, market strategist and writer for Morning Porridge
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