Correct to be concerned about the sustainability of past years’ market rally
Last week, J.P. Morgan Asset Management presented its Long-Term Capital Market Assumptions report to investors in Stockholm, arguing that elevated valuations and above-average corporate margins present a meaningful headwind for asset returns going forward.
Niklas Tell 2017-11-22
Earlier this year we published the Nordic Investor Insight report – providing insight into the current thinking among institutional investors and fund selectors in the Nordic region, as well as identifying key trends likely to impact the industry over
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