Why UK Value Stocks Are Still the Trade of the Decade
Merryn Talks Money
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The Future of Diversification
If inflation did turn out to the transient, it was down at two percent by next year. If that was the scenario we expected, how would we invest now? This is why I think you want to think of things probabilistically rather than in terms of black and white. In diversification is away from mainstream stocks and bonds and in value. Right now value is very cheap. It's the in the cheapest quintile relative to growth in history. But there's still plenty of juice left in that orange.
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