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Three investment trends standing on a knife edge Add to ...

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Market action so far in 2013 has all the hallmarks of speculative fervour followed by a blow-off, in this case led by Abenomics. After yesterday’s snapback rally, portfolio returns will be determined by three post-crisis trends that stand on a knife-edge: U.S. corporate profit margins, low global interest rates and emerging markets outperformance.

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