Strategy led by Freddie Neave
Tougher conditions for capital markets
Which companies are on the list?
How has the world changed since 2016?
Equity markets had a tough time in 2018. Value stocks were particularly hard hit and the style saw one of the longest periods of underperformance relative to growth in recent years.
The good, bad and the middling stock picks
INDUSTRY VOICE: The rise in bond yields and concurrent shakiness in equity markets may emanate from a subtle but important shift in risk sentiment on inflation.