Investors divided on how to react as markets decouple
Global markets have grabbed a handhold on the equities cliff as China continues to fall, and managers are divided on how best to react.
Coram Asset Management
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Markets already pricing in global recovery, warns Coram AM
Financial markets appear to be pricing in an expected global economic recovery according to Coram Asset Management.
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Bond squeeze: The rising risk of policy misstep
Turbulence in bond markets has left bond investors nervous and cash piles high but while more movement is expected, certainty on a few issues could see investors moving back into the market during the second half of the year.
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Coram AM reveals bearish allocations in first fact sheets
Coram Asset Management, the firm run by ex-Miton pair Martin Gray and James Sullivan, has revealed the asset allocations of its three funds in their first factsheets.