The FT's "The Short View" columnist John Authers is blogging for FT Alphaville from Vancouver at the annual gathering of the CFA Institute:
One more finding from the poll of CFAs at this week's Vancouver gathering suggests that they're still not ripe to make big contrarian plays. There is so much disagreement about where assets should be allocated at present that contrarians do not have a consensus to play against.... ...
Anytime
