Abbott: Not Cheap, But Built To Compound In Uncertain Markets

In this market phase, I'm deliberately strengthening the defensive component of the portfolio. I recently discussed this in my article on Novartis , citing the main reasons for this slight shift. As I've saidI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and ...