Rate rise worries are back, why shares in UK banks were hit and thoughts on the market from Alliance Trust
AJ Bell Money & Markets
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Alliance Trust - What Are You Focusing on Right Now?
Inflation falling is probably a good thing for companies on average. But what if interest rates don't move? Now there's a lot more going on in that scenario. What it really comes down to is how are your companies adapting to that scenario? And that's where we think the focus on company fundamentals is really the key to what investors should be focusing on right now. We've seen growth stocks pick up again after a pretty miserable time last year. It's certainly possible for a concentrated value investor and a growth investor to outperform at the same time.
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