Related reading
There is method in the market’s madness
But it relies on a host of rosy assumptions going in investors’ favour
Only two events have mattered in my 30 years of investing
Markets have shrugged off everything from geopolitics to financial crises
Interest rates take fright
The market’s calm in the face of war is beginning to crack
This rally runs deep
Plus, the global won
Stocks’ irrational rate-cut rally
And the prospects for a Hassett-led Fed
Investors need to rethink the ‘factor’ approach
Portfolio management should be based more on themes such as innovation