The market response first, to the Covid-19 crisis, and second, to the huge stimulus packages announced to offset it, has been astonishing.
The onset of the current crisis has exposed fragilities in the global economy caused by a long obsession with efficiency, to the exclusion of all else.
Today's 'stockmarket darlings' still rich in profits
Weighting drops to over 26% of portfolio
Are stockmarkets in a bubble or a recession? Well, arguably it is both.
Europe faces several challenges, specifically German manufacturing, trade wars and Italian budgetary pressures.
Fund forced to sell off part of portfolio
The 'Europe is going Japanese' fear has driven a big re-rating and outperformance of growth stocks relative to value year to date.
Technology must cut administrative burden
Warning from legal expert