With equity markets up strongly for the year, investors are grappling with extended valuations along with a number of other challenges such as inflation, the risk of economic growth disappointment, the possibility of further negative Covid-19 developments & geopolitics.
Are there any areas of the equity market that investors can be positive, or even excited about?
Douglas Branson (Head of Business Development) & Mark Conrad (Portfolio Manager, Global Financial Equities) discuss this and related matters in the context of the short, medium & long-term opportunities of investing in financial equities.
