Veteran fund manager Bill Mott believes the euphoria surrounding natural resources and commodities is...
Veteran fund manager Bill Mott believes the euphoria surrounding natural resources and commodities is similar to the TMT bubble of the late 90s. He has likened the current stock market in the UK to the first quarter of 2000 when technology, media and telecoms stocks enjoyed a last surge before the bubble burst. The UK economy, he added, is similar to the time just before we left the European Exchange Rate Mechanism in the early 90s. “Both periods represented the greatest inflection points for UK equity investors in the last 25 years. If we are correct in our assessment then the forthco...
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