Compass Q1 2016

Compass Q1 2016

  • 17/12/2015

Although the year-end is a great opportunity to take stock, and share our views for the coming year, we try not to use the calendar as a reason to make alterations. Most of our investment themes worked during 2015 and, in this edition of Compass, we consider why we expect them to continue to deliver in 2016.

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