Is it equity value's time, finally?
Following months of breakneck gains in equities on the back of expected deeper monetary easing and the AI-fueled...
Expert views
Following months of breakneck gains in equities on the back of expected deeper monetary easing and the AI-fueled momentum in economic growth, markets are suddenly stalling with bearish overhang as a result of concerns about tariffs, renewed inflation and its negative outlook for the rate path.
Is it equity value's time, finally?