Lucy Macdonald, manager of the Brunner investment trust, takes a closer look at the prospects for global equity markets.
Ten years on from Ben Bernanke's speech
Companies with high growth are worth higher price tag
Also downgraded US growth for 2017 and 2018
It is clear to many market participants that focusing attention solely on traditional company-specific data such as standard ratios and financial outputs is no longer adequate.
Unwin to continue running Global Technology fund