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Lower expected returns shift focus to value, dividends.
Is it finally time for a reversion?
Company debt levels pose a serious challenge.
In an era of growth, stocks that are defensive at a reasonable price offer opportunities.
Manage market volatility with discerning valuations.
Looking beyond geopolitical headlines to evaluate companies.
Where to look for value as stocks rebound.
Lower economic growth and returns, alongside heightened volatility, could be on tap. (Runtime: 3 min, 21 sec; size: 3.266 MB)
Some areas of the world are growing much faster than others.
Oil has come down slightly after a very strong start to 2018, but prices are still strong.
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