sharpe thinking: the value of a contrarian mindset

 

let's get to the point.

Contrarian investors seek untapped potential by positioning against prevailing market trends. Active management is uniquely suited to uncovering such opportunities, which are often overlooked.

In the articles below, our portfolio managers explain when their strategies take a contrarian stance. Where do they choose to buy when other investors sell, and vice versa? How can bucking the trend benefit investors? 

Please click on the buttons to read our views by asset class – and to discover each portfolio manager’s ideal dinner party guest list ‘after the bell’.

The next decade: investor insights into pivotal megatrends

 

discover our special report