Equity valuations have been distorted by asset price inflation following QE, and the market is awash with the evidence, says BBH's Regina Lombardi.
Quantitative easing may have ended, and US GDP appears solid, but one of our primary concerns is financial asset price inflation may have outpaced underlying economic performance and capital creation,...
Industry Voice: Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.
Comes in on 9 December 2019
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