I first came across that famous quote by John Maynard Keynes more than three decades ago while studying finance and investments in the US: “When the facts change, I change my mind. What do you do, sir?” Over time, however, I have come to appreciate just how difficult it is to apply in practice.
The real challenge for investors is not simply reacting to new information, it is determining which facts truly matter and which are just noise. Navigating this requires not only flexibility but also a disciplined framework to distinguish signal from distraction.
In this webinar for a group of investors, I will explore the key trends shaping the markets in the years ahead and how we can position ourselves to respond as the facts continue to evolve.
If you are one of our investors reading this and would like to be notified on future meetings, you can send me an email to reserve your spot. With a truly global base, there is no one time that is suitable for everyone. I do find the 7pm (SGT/MYT) time works best for me and gels with a suitable time for the majority of my investors and partners.
I look forward to meeting you, and thank you for supporting my work.