The Bank of England did not raise the bank rate as expected and amid the uncertainty investors are looking to balance high-risk and no-risk assets.
What this means is that despite a strong quarterly earnings season there is limited evidence of any great increase in expectations of future earnings.
Our Head of Investment Strategy, John Wyn Evans, talks about this unique perspective and more on Investec's Weekly Digest.
Click below to read the article (4 minute read).
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