@chazt1995 @johnkmason If the Safety data is good, you have a prize asset on your hands that has been massively de-risked. If this doesn't attract the incremental buyer, nothing will.
@BrokenMoats Is this not just consistent long liquidation of core positions held by many long onlys as they struggle to justify software FV in the changing ai environment?
@BrokenMoats Large brokers actually control the market and insurance companies then compete to take the quality risk. Makes the market more difficult to disrupt than one may expect
@surprised_trade Underperformance of their flagship funds and market volatility, likely means the outflows are not over. Stronger GBP has a negative effect on the business. But most asset managers are under pressure. Management has a lot of work to do...