Any investor who enjoys the thrill of finding an overlooked, undervalued gem has had a miserable time of late. Markets haven’t been about individual gems. The focus is back on central bank policy, with the will-they-won’t-they speculation resulting in increased volatility in both bond and stock markets. As we know, unconventional central bank monetary policies have underpinned markets for some years. We have enjoyed a period of relative calm since the wobbles around the Brexit vote in June.
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