The long and the short of it

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In a strengthening market, opportunities are there for investors willing to play the long game.

The pumping of trillions of dollars into the global economy by governments has been unprecedented and has clearly had the desired effect, at least in the short term. We would argue that the worst is behind us.

But equity markets may have limited upside from here, and with government bonds at the mercy of the authorities’ attempts to inflate their way to recovery, conditions may be near perfect for cre

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