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Traditional valuation benchmarks such as profits have been overlooked as speculation intensifies
New US president must combine agile political manoeuvring with smart economic policy
Change is needed after the pandemic stretched markets to the limit in March last year
Historic increase in monetary supply to fight Covid crisis will lead to higher consumer prices
Spike in demand from Asia triggers scramble for supplies
Bans on stock purchases harm the interests of American investors
Pandemic spurs shift away from traditional metrics of economic growth
The incoming US administration should end payments for routing customer orders
Despite expected stimulus hopes, bond yields do not rise with bigger deficits
Reflation hopes likely to spur investment rotation within markets as economic growth picks up
Flood of money unleashed by the Fed has put dollar under pressure against other currencies
Policymakers need to take more action to tackle rising risk that short-term problems will become embedded
Benchmark for broader market has risen 80% from March lows
The case for why fixed-income assets may defy widespread expectations of a sell-off in 2021
Some critics of passive investing now admit it is more resilient than they thought
Investors must position portfolios for the innovations that will transform the global economy
Strategy proves resilient in 2020 despite questioning by some investors as obsolete
A stumble in language could be a greater risk than rate rises
Higher valuation starting point might mean lower returns over medium term
London listing rules badly need reform to help companies access capital
Reasons why the gloom and doom on the currency is overdone
After a liquidity-driven rally on markets, central bank largesse might not be sustainable
New York Fed research challenges worries over the corporate walking-dead
Current investor complacency about global equities might soon be tested
Monetary Policy Committee must adopt a yield-control approach like the Bank of Japan
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