Dispersion in world equity market returns has been marked since the start of the summer.
Emerging markets - and, to a lesser extent, the US - are clearly outshining European assets. This underperformance is all the more puzzling as all growth-related signals are positive and flashing green. ...
Industry Voice: Watch Rob Burnett discuss why he believes markets are overreacting to recent events in Italy and the key catalysts required for value strategies to outperform.
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CPR Asset Management adds to thematic range