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The great British bargain hunt

John Baron explains why the outcome of the EU trade negotiations may spark a market rerating
The great British bargain hunt

Last month’s column explained why the portfolios retained their ‘growth’ focus while recognising the importance of rebalancing holdings that had become outsized. In suggesting such a discipline also allowed the channelling of monies into contrarian opportunities, it briefly touched on examples including commodities, smaller companies, commercial property and the UK market – the latter being one of the more attractive, particularly as the key factor most likely holding it back is about to be resolved.

 

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