Is this another 'Goldilocks' period for markets?
Value areas may catch up on market pivot
David Jane of CF Miton
Despite a huge debt mountain and fanciful private equity valuations, David Jane argues economic indicators do not imply an immediate recession.
We have seen a big rally in risk assets, in a period where bond yields have continued to fall - in effect, another 'Goldilocks' period of low rates, low inflation and low growth. Economic data, however,...
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