19 March 2020 | Treating The Virus Not The Markets

“Are governments and central banks treating the stock markets when they should be treating virus?”

I recently came across a really interesting article written by Mr. Julian Koski, Chief Investment Officer of New York based asset manager, New Age Alpha, in his CIO Outlook dated 16 March 2020.

New Age Alpha is an asset manager based in Rye, New York. Their view is that financial markets are moved by human biases and it is these human biases that cause markets share prices to become too high for the management of the listed company to be able justify the share price of the company or conversely when share prices are to low and the management of the company can easily justify the share price of the listed company it is at this stage that the share price reflects a buying opportunity for the investor. They refer to this approach as “Avoiding the H-Factor” H-Factor being a shortened version of Human-Factor.

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