Information overload

Information overload
  • Sonja Laud, Fund Manager, Global Equity Income
  • Ian Kelly, Fund Manager, European Equities
  • 5 Apr 2012

Has the proliferation of short-term company and macroeconomic data distorted the true picture of companies' financial positions?

Summary

Many commentators argue that the costs of more frequent reporting outweigh the benefits.

The reliance on short-term data has led to a sea-change in the way markets view and reward companies.

Managers must be able to identify how macro factors influence a company's business cycle and understand how a company is positioned for success.

Read the full article

Email alerts

Sign up to receive tailored email alerts or manage your subscription