Market turning point still looks some way off
Valuations could fall further if weaker economic data and earnings induce panic-selling
Valuations could fall further if weaker economic data and earnings induce panic-selling
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But Baillie Gifford’s Sophie Earnshaw believes there are still opportunities amid the risks
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Hopes that a Covid ‘war chest’ of savings will be opened to support the economy appear misplaced
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But still questions over whether inflation will continue to surprise
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The best opportunities are likely to sit outside the FTSE 100
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The J Stern & Co partner talks about following an investment approach going back 60 years
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Share price falls have started to look indiscriminate though valuations are still notably higher than average
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Progress towards net zero may not be moving quickly enough for Greta Thunberg but this is a hugely complex transition and a lot is happening
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But equity investors should not be running for cover just yet
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Analysts have yet to revise earnings estimates to factor in impact of Russian invasion and greater inflationary pressures
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Quilter Cheviot investment director wants to encourage more women to invest as 70% found not to be engaging with their finances
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Current valuations make long-term growth story appealing but could also signal its time investors cut their losses
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