News & Insights

THE TELEGRAPH: Stock market boom sparks fears of a 1990s-style bubble

06 January 2022, Chris Curtis

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Investors have piled into company shares due to low returns from bonds

Article by Sam Benstead at The Telegraph

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Managers view stocks as the main source of investment returns, showing positive sentiment towards all geographical regions. In terms of sectors, the most healthcare and financials are currently the most popular. The negativity on bonds means that managers are diversifying into other assets. Hard commodities, including gold, are very popular, and investors are also showing increased interest in private equity.

Daniel Hurdley

Managing Director | ARC Research

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