As the cyclical rally, which kicked off in May, continues to pick up pace, Annabelle Williams asks whether investors should expect sustained outperformance over defensives in the future.
Investors in UK equities have seen an unusual market dynamic play out in recent years. The start of 2013 saw the FTSE 100 rise to a near record high of 6,840, in an apparent show of investor confidence...
The US dollar is close to peaking and the risks now seem to be on the downside.
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