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Market watch

In this week’s Market Watch Shamik Dhar reflects on two very different views of the world, only one of which will turn out to be right over the course of the year. So which view will it be?

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Back to the future

After a knock-out 12 months for equity income, the higher inflation, higher interest-rate environment heralds a return of more ‘normal’ market conditions; a focus on fundamentals is back in vogue, explains Jon Bell, portfolio manager in Newton Investment Management’s global equity income team.

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