Sunday, 15 July 2018

Stories we should be thinking about

Stories we should be thinking about


Let’s start off with some equity valuation levels...a derating so far YTD and a
rogues gallery only at lower valuation than the UK!
Thoughts?  Plenty of stockpicking scope if not classic value.


By contrast I do not see much value in almost all fixed income areas but I do
agree the voting machine investor has spoken loudly


And talking about fixed income insight...hmm, spot what happens after the
inversion shift stops...

Useful UK economy insight...

To read the rest of Stories we should be thinking about then click HERE.  

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