We contrarians love a good bubble and I think, by now, we all know the broad narrative about spotting one.
Quantitative easing is pumping liquidity into global financial markets, and some investors have reacted to this ‘put’ on equities by engaging in the age old fun and games of momentum trading. Talk...
Industry Voice: Tapping into the forgotten EM opportunities
Industry Voice: Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.
Comes in on 9 December 2019
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