For some time, the equity market has benefitted from what has been termed a 'Goldilocks' environment.
The global economy has generally been running not 'too hot' as to cause a rapid rise in inflationary expectations, and not 'too cold' to raise concerns of a recession. The temperature has been just...
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David Cumming, Aviva Investors' chief investment officer for equities, remains positive about UK stocks despite a pummelling in 2018
Equities overweight down to 3%
Relates to 136 million transaction reports
Patience must be a watchword