Don't Get Too Carried Away With The Market Rally

Global equity markets and also in the US are off to a great start in 2023. This was partly driven by the more modest US CPI print for December. But should investors exercise caution especially when earnings season has kicked off. A key a concern would be declining profit margins which may lead to compression of valuation multiples. For insights, we speak to Kingsley Jones, Chief Investment Officer, Jevons Global.

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