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Tom Wilson (Head of Emerging Market Equities at Schroders) writes that, while IT earnings momentum is strong, valuations and expectations are extended and forecast risk is high....
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Kapil Joshi, MD of Strategy and Proposition at Momentum Wealth, reminds us that financial advisers have always understood a simple truth: no two clients are the same....
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Tom Wilson (Head of Emerging Market Equities at Schroders) writes that, while IT earnings momentum is strong, valuations and expectations are extended and forecast risk is high....
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