New article from Tatton Investment Management: Taking a step back to look forward
(WorldNews Japan)

18 September 2020 Stock markets have stabilised and started trading sideways, in a sign of healthy consolidation following their extraordinary recovery rally since late March. Notably, the darlings of the recovery, namely US large cap tech and growth stocks, are no longer the leaders. This bodes well for a gradual sentiment shift among investors. Capital is no longer piling into the `fear trade` that saw investors flocking towards apparently virus-proof businesses of our new virtual, digital, stay-at-home existence. Instead, investors are buying into the return-to-normality trade of the more physical parts of the economy, like manufacturing. Similarly, the resurface of political anxiety over...