Valuation concerns as investors clamour for short-term certainty
Over-valuation in tech, software and consumer staples
The tech-heavy Nasdaq 100 index is up 12.8% year-to-date
Investor appetite for certainty on near-term profits and strong balance sheets could be forcing some stocks to outperform “irrespective of their underlying intrinsic valuations”, portfolio managers have warned.
Technology and software firms are among the companies which are able to have a greater degree of certainty despite lockdown conditions, and investors have favoured them in the equity market recovery since...
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