Anxiety among investors and in the market is greater than it has been for some time, despite the lack of substantive change in global fundamentals. Volatility has gone up, but remains well below panic levels. As with any market in which there are big price drops, opportunities are opening up, but having the conviction to act is another matter. Central banks remain key drivers of sentiment and asset prices so will probably need to provide further support via lower or even negative rates before buyers return to the market.
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