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