A year of two halves: Will market extremes remain the 'new normal'?
Stephen Jones of Aegon Asset Management
The dramatic developments of 2020 continue. Chinese equities are nearly 15% ahead year-to-date while US equities are almost unchanged; has there been an unprecedented economic shock?
Growth stocks, turbo-charged by the tech leviathans have bettered value stocks by 44% just since the end of 2018. Having seen oil prices fall below zero several weeks ago, UK 5-year gilt yields are now...
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