Spooky: what’s freaking 8 fund managers this Halloween

Some top-down investors have been predicting a shift to fiscal policy in order to save the economy and have even acting as though a macro policy change is about to occur. Jeremy Lang, founder and partner at Ardevora Asset Management tells Citywire Wealth Manager that making such predictions could be dangerous, as it could infect other decisions, particularly about whether certain stocks look good or bad.

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