So that's the end of Q1 and no-one will be sad to see it over and done with. Who knows what Q2 holds but we've a timely piece from our Ideas team today arguing that markets will remain volatile as equities “enter the phase in which policy collides with deteriorating news flow”. With recovery and long-term quality currently appearing under-priced, our view is that now is a sensible moment to add Value to portfolios.
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