Modern finance and the novel way in which financial markets operate led us to the following conclusion: “We need to adapt our way of investing to take account of new factors that interfere with market valuation and mechanisms.”These days, financial assets are heavily influenced by news flow, analyst expectations and above all Central Bank monetary policy, intervention and commentary. This has created a significant “valuation gap” between the real economy and financial markets, which has forced us to adapt the way we invest and control risk.Visit us : http://atlantic-financial.net
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