In this Collection... First published on 10th Mar 2016
As any experienced investor can tell you, markets are forward-looking. Howard Marks once said, “Being far ahead of your time is indistinguishable from being wrong,” but the opposite is also true – what’s wise in the beginning is folly for the last investor who catches on. Leading indicators are one way that professional investors keep their eyes firmly focused on the future. We asked some of our contributors about the leading indicators they watch and what they’re telling them right now. Responses from BT Investment Management, AMP Capital, Longview Economics, Evidente and Narrow Road Capital.
