In this month's investment outlook, we take a look at:
- How the resurgence of Covid-19 cases in UK, Europe & US has dampened investor's hopes of a speedy economic recovery.
- Why overly optimistic valuations (i.e. on the back of inflated growth and profitability assumptions) are unsustainable.
- How investors focusing on tangible cash-flows can find good bargain in the value space.
- Why investors should move away from a 60/40 allocation or even a risk-parity approach.
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