In a brand new series replacing Bull Bears, Investment Week takes a deep dive into one particular asset class each week. Four commentators – one specialist fund manager, one multi-asset manager, one fund-picker and one CIO or economist – will each provide their in-depth takes on the market area, including the biggest potential risks, long-term themes and where they are seeing investment opportunities.
This week, four experts give their thoughts on global equities, starting with Apple recently breaking the $2trn mark. Vafa Ahmadi, head of global thematic equities at CPR Asset Management Since March lows, equity markets have risen like a phoenix from the ashes. While the real world lags behind, the magical realm of equity markets see stocks levitating back to pre-crisis levels. Buoyed by ultra-low interest rates, quantitative easing (QE) and the paranoia surrounding another financial collapse, equity markets have pulled off one of their most impressive conjurings to date: the 'V'-...
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