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Truffle: Shift to value is about more than chasing returns
MONEYWEB app instead? 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;Â 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. INSIDERGOLD Subscribe for full...
Source: moneyweb.co.za