The original essay plan for this article was put together in January, and so it is with an unpleasant mix of irritation (because we didn’t publish it sooner) and impotent smugness (because we told you so, only we didn’t) that we have watched the market stumble in the last few days. Our view for some time has been that after almost nine years of gains and with global stock markets trading at all-time highs – the very broadly evident optimism towards risk assets which had gripped investors until v ....
09 Feb 2018
The madding crowd
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The madding crowd
Ruffer Investment Co. Ltd. (RICA:LON), 273 | Personal Assets Trust PLC GBP (PNL:LON), 483 | Rit Capital Partners PLC (RCP:LON), 0 | Schroder Asian Total Return Investment Company plc (ATR:LON), 441
- Published:
09 Feb 2018 -
Author:
Kepler Partners Research Team -
Pages:
5
The original essay plan for this article was put together in January, and so it is with an unpleasant mix of irritation (because we didn’t publish it sooner) and impotent smugness (because we told you so, only we didn’t) that we have watched the market stumble in the last few days. Our view for some time has been that after almost nine years of gains and with global stock markets trading at all-time highs – the very broadly evident optimism towards risk assets which had gripped investors until v ....