December, this year more than ever, is a month of pure transition. Managers are focused more on the results they'll present to clients than on the risk/reward ratio. The priority is getting to December 31stI’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 r ...