Global Investment Views - March 2019

Wednesday 06 March 2019

Research / Market

Licence for value hunting

If an investor had woken up today after three months and looked at the markets, he/she could reasonably say that not much had changed. The year started on strong footing and risk assets experienced a massive rebound in the first weeks of 2019, erasing most of the losses experienced in one of the most awful Decembers in history. As a result some valuation gaps have been closed some what, though not exhausted.

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