Stronger growth in industrialised economies
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Richard Jeffrey, chief investment officer at Cazenove Capital, argues that UK and US policymakers should have tightened monetary policies sooner rather than later.
Core economic views unchanged
Cazenove Capital CIO Richard Jeffrey asks what investors can learn from a turbulent few days for world stockmarkets.
Sanditon Asset Management co-founder Tim Russell has established "nerve-wracking" short positions in popular UK growth stocks as he bids to profit from a potential change in the business cycle.