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Risk disclaimer
Views and opinions have been arrived at by BMO Global Asset Management and should not be considered to be a recommendation or solicitation to buy or sell any companies that may be mentioned.
Nevertheless, it is important to retain perspective as there are few moments in history when all sorts of troubling “stuff” isn’t happening. If we ignore all of this and look purely at market valuations, there is little to induce excitement. Fixed interest provides next to nothing, whilst equities continue to look expensive – relative to history and our expectations for forward-looking growth.
Sometimes this investment management lark is a tough gig. We are expected to entice with all sorts of exciting propositions but about all we can offer at this time is more advice about staying defensive.
Risk disclaimer
Views and opinions have been arrived at by BMO Global Asset Management and should not be considered to be a recommendation or solicitation to buy or sell any companies that may be mentioned.
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