Beyond market consensus: Five structural changes investors need to pay attention to
Moving on from the troubles of 2020
Stephen Jen of Eurizon SLJ Capital
We are likely as equally excited about what 2021 will bring us as we are about seeing the back of 2020.
Of the two dozen or so forecast calls and year-end pieces I have read, I have not come across one analyst deviating from the popular view: higher equities, a steeper US yield curve, a weaker dollar, stronger...
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