Shift in mood needs to be noticed
Investor sentiment appears to have shifted somewhat over the past few weeks, with talk of an imminent equity market correction seemingly last year's news.
Little fear in the equity market
The global economy is changing. In an increasingly reflationary environment, companies with strong brands and products - whose earnings are predictable and resilient against deflation - are falling out of favour.
Following calls to 'sell everything' last month as markets continue to flirt with bear territory, industry experts tell Investment Week where they remain invested, the areas to avoid and, most importantly, why the market slowdown is not a new crisis in...