Attractive opportunities for the year ahead
The next twelve months could be a challenging time for investors as inflation is rising and the authorities will probably have to tighten monetary policy to keep it under control. If this were to happen it could undermine the more expensive growth-oriented parts of the market and give new impetus to the rotation in favour of value, but nothing is certain.
It is a difficult scenario to forecast, so it is essential that you maintain a balanced por...
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