The tax advantages of technology companies and private equity combined with quantitative easing are shrinking stock markets. Until this changes the shrinkage will continue. In this environment a Barbell portfolio is likely to outperform. Jeremy suggests Alpha FX and Non Standard Finance as two companies at polar opposites of the valuation spectrum.
This article is for educational purposes only. It is not a recommendation to buy or sell shares or other investments. Do your own research before buying or selling any investment or seek professional financial advice.