Investment: Brownian notions

Andrew Capon
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The pat excuse for volatility striking markets in August is that the investment heavyweights are on the beach. Not so Alan Brown. The chief investment officer of Schroders met Euromoney as panic turned to hysteria. Brown believes these are among the most treacherous markets he has ever experienced, but finds a few boltholes for investors brave enough to be contrarians, writes Andrew Capon.