Each week, a professional investor tells MoneyWeek where he’d put his money now. This week: Jeremy Hall, partner and investment manager, Cartesian Capital Partners LLP.
The FTSE 100’s recent move back towards an all-time peak has perhaps disguised the relative volatility we’ve seen in small and mid-sized stocks. After a strong run (both in absolute terms and relative to large caps), since early 2009 mid-caps have retreated significantly in recent months. Is this a warning of a weakening economy?
There are some valid concerns for investors. The general election next year raises uncertainties, as does the Scottish independence [...]
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