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Market reactions to vaccine developments - MacroSolutions Perspectives

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Portfolio Manager, Peter Brooke, shares market insights on reactions to vaccine developments with some significant moves in most equity markets up by more than 10% month-to-date. The recovery in absolute returns is in line with his view to spend cash in buying shares focusing on value style investing in positioning funds for the next period.

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Chapters

00:12 Impact of COVID vaccines on markets
00:44 A sharp rotation between value and growth shares
02:03 Activity in Old Mutual equity funds

17 Nov 2020 English South Africa Business

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