
Feb 11 • 24M
What we got right and what we got wrong (4Q22)
*Released to VP clients on 27th Jan. A quarterly discussion where the VP team reviews what we've got right and wrong in our research, covering all major asset classes: https://youtu.be/Drp9mH-Z7Xg
Nobody gave us a "how-to-manual", but we have drawn inspiration from countless others in developing VP's analytical framework.
What we got right and what we got wrong (4Q22)
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