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?


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.

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