From Boom to Doom?
From Boom to Doom?
There may be no obvious bubbles in World stock markets, but we are not optimistic about 2021. Not only is this the very opposite of our upbeat view of 2020, but it seemingly contradicts our on-going optimism about the real economies. However, the great watch-word of investing is that “… strong economies do not have strong financial markets”. 2021 will be a major test!
See our latest published research, Global View - From Boom to Doom? – December 2020
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