PA ANALYSIS: Goldman Sachs, GDP & equity market potential
More fund houses are starting to play on the link between GDP growth and equity markets.
More fund houses are starting to play on the link between GDP growth and equity markets.
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PSigma AM is to launch a Global Equity Fund that will look to GDP growth as a differentiator.
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As Woodford and Mott turn round poor relative performance defensives may be the place to be.
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