Nerves of steel: Hyper-sensitive markets could falter unless they face headwinds head on
Pro-risk positioning makes sense in recovery
Joseph Little of HSBC Asset Management
Last year’s rally in risk asset classes has carried over into 2021, with global stocks and credits at all-time highs. Alongside rising markets, some analysts have now begun to question whether we are in bubble territory. We think that's premature.
However, strong market performance does come at a cost to investors. Expected returns across asset classes are now even more supressed and, because of higher valuations, the market is set to become hyper-sensitive...
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