When it comes to investing in equities, one of the most frequently asked questions is whether we prefer value or growth.
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Growth outperformed value in two types of environments since 1978, when economic growth is 1%-2.5%, and in very high growth environments, says David Lebovitz.
Brexit uncertainty is not over. But that wasn’t the only thing holding back UK stocks, and investors could be tempted back to the market.
2019 was a good year for equities as multiple expansion drove stock markets to new all-time highs.
Changes in market structure over the last 10 years have led to swifter, deeper selloffs and quicker snapbacks, according to Samantha Azzarello.
Michael discusses his forecast for 2020, which entails a modest recovery in global growth and profits after trade-war weakness in 2019.
Traditional macroeconomic models run the risk of overstating potential global growth by not adequately accounting for natural resource constraints and climate change.
Michael discusses how he should have taken Trump at his word on tariffs, and the impact of the widening trade war on global growth and equity markets as proposed tariffs approach pre-war levels.
The Armageddonists and the price of fame.