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Seasoned investor warns of an end to the ‘everything bubble’

Cover of  by Alasdair Nairn

While acknowledging that trying to pinpoint the cause or the timing of the downturn is virtually impossible, Nairn advises that ‘the first and most urgent requirement is to create a liquidity reserve which can be quickly deployed when there is sufficient clarity to understand what the new world will look like, and what the new investment framework will be after the end of the everything bubble’.

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