Gresham House's Gulston: Differentiating the durable from the doubtful
Brendan Gulston of LF Gresham House
At the height of lockdown earlier this year, investors were apprehensive about deploying capital into the market. This sentiment has sharply reversed course, with investors now increasingly concerned about missing out on the continuing rally.
However, the current market rebound should be tempered with a level of cautiousness and uncertainty. The global pandemic is still far from over, with many parts of the world experiencing an uptick in cases...
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