What happened to the stock market in October was illogical, says one European Fund manager. In fact, he sees a modest easing of geopolitical headwinds that is creating an opportunity for solid stock market performance going forward.
Three Bridge Capital, the New York-based long short manager, run by a former senior analyst at Omega Advisors, operate The European Fund 82 / 66 percent long / short, likes what they sees.
Geopolitical headwinds easing up: Market rebound after October volatility
The October volatility and the quick market rebound was attributed to “recognizing there was no crisis and no basis for the sharp correction in mid October,” the fund said in its November...
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