Truffle: Shift to value is about more than chasing returns :

Truffle: Shift to value is about more than chasing returns


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CIO Iain Power is also aware of the need to manage risk in the current environment.
By Patrick Cairns, Citywire
17 Mar 2021 
11:00 
Truffle Asset Management believes the backdrop for global equities remains positive.
Several factors suggest risk assets will continue to do well, including: the extent of fiscal and monetary stimulus around the world; countries gaining a measure of control over the Covid-19 pandemic; a synchronised global economic recovery; growth in company earnings off a low base; and subdued inflation expectations.
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