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So far, 2020 has not seen any let up in the strong headwinds facing Value investors, said Ivan Kralj, Assistant Fund Manager, Absolute Return. The spread in valuations between Growth and Value stocks worldwide has already been widening for an extended period of time, but has become even more extreme in recent months.
In this edition of Active Minds, James Moir looks at the reversal of some post-election gains in the UK market and asks whether investors are overly focused on backward-looking data. Paul Pulickal looks at whether financial credit is likely to continue its strong run into 2020, Colin Croft reports on positive progress being made in Brazil, while Antoine Hucher looks at three trends that are set to shake up the European payments sector.
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