24.03.2017 Macro factors begin to fade, while company fundamentals emerge
Matthias Knab, Opalesque:

Janus Capital Group writes on Harvest Exchange:

Our risk measures and our company meetings are reflecting a change in attitudes. At the market level, we have noted that risk factors are diminishing in importance, especially volatility and yield, which were unusually important in previous quarters. We've also noted that correlations between stocks within indices

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