Lang: is fiscal policy the next emerging bubble?

Sometimes investors can be tempted to buy or sell stocks based on predictions of how a new idea might play out, even ignoring stock specific news and instead speculating on how that news might change if that new idea came into play. Examining the behaviour of some areas of stock markets since the beginning of the year, Jeremy Lang tells Citywire Wealth Manager that top down investors are predicting a shift to fiscal policy.

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