Investors need to evaluate the impact of a growing nationalism

John Redwood The FT fund has made reasonable progress this year. The decision to make the MSCI World Index the largest single holding in the portfolio of exchange-traded funds (ETFs) has helped: amid volatile changes in sentiment, investors switched from wanting low-priced value stocks to seeing some of the longer-term benefits of the digital giants that are powering the main economic revolution of our age.
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