Growth and value are not antonymous. This ought to be a fairly uncontroversial remark. To outperform the market, two factors must be in place: one must be willing to go against the market and one has to be right.
In the UK market this month, the opportunity set for growth investors is more challenging than usual. Valuations are high on most sensible measures. For this reason, it is even more important to invest...
'Elaborate breach of trust'
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Further statement tomorrow
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