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Portfolio

Corporate Profits Flirting With Recovery

Despite great expectations of economic recovery over the past few years, corporate earnings growth has been in relatively short supply. Having rebounded strongly after the financial crisis, global earnings per share (EPS) improvement trends have been muted or poor since 2011.

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Is VIX the next market blunder?

The VIX index is currently demonstrating a complete absence of fear. In the context of current world affairs and political instability, we believe this is demonstrating a worrying complacency amongst investors.

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