Is fiscal policy coming back?

Some investors get hooked on a new idea and can be tempted to buy or sell stocks based on how that particular idea might play out. These investors may also ignore stock specific news and form their own opinions and decisions. Recent stock markets and headlines are generating the idea that fiscal policy is on its way back. Jeremy Lang, partner and fund manager at Ardevora explores in Professional Pensions what the switch to fiscal policy means for investors and its benefits.