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In Dolfin Discussions, members of our Investment Management team discuss a specific asset class, sector or topic.
In this week’s episode we look at valuations in the equity market. In what James Gutman, our Head of Investment Portfolios, calls “one of the greatest mysteries of the universe”, the team asks ‘do equity valuations make sense anymore?’ How can they keep going higher when we are in the midst of one of the deepest recessions in living memory?
James is joined by Head of Investment Management Simon Black and Portfolio Manager Mikhail Trebunskikh.