(BZW) – where he first worked with Terry Smith – and after its takeover of BZW’s equity business in 1998, CSFB. Between 1988 and 1993, he was BZW’s senior bank analyst in London and from 1993 until 1999, he worked as an institutional salesman in New York. Julian then went to...
(BZW) – where he first worked with Terry Smith – and after its takeover of BZW’s equity business in 1998, CSFB. Between 1988 and 1993, he was BZW’s senior bank analyst in London and from 1993 until 1999, he worked as an institutional salesman in New York. Julian then went to...
inflation. inflation, rising interest rates and an increasingly likely recession have two obvious effects on equity investments; fundamental effects and valuation effects. i will try to address each of these in turn as i review the performance of some of our holdings. inflation causes an increase ...