12-Dec-22 07:00

Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management

Analysts have been reluctant to cut earnings estimates but with margin compression and a slowing economy, this may be inevitable. What does this mean for equity markets? Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management tells us whilst giving us his views on credit which had underperformed in the era of cheap money.

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