Coming into 2021, the consensus opinion among analysts is that value stocks will outperform growth stocks, cyclical sectors of the market will rebound (travel and leisure) and European stocks will perform well, reflecting a catch-up trade with the rest of the world. Analysts are generally constructive on emerging markets, from both a debt and an equity perspective. In today’s column I will look at the consensus narrative and also give my own take on how markets should perform over the coming year. Since the announcement of Covid-19 vaccines in November, equity markets have risen materially. The US S&P index rose by…

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