Ben Willis is head of research at Whitechurch Securities
Key points
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Asian and emerging markets have comfortably outstripped their developed market counterparts for the year-to-date.
The trigger for value and cyclical stocks to start gaining momentum is most likely to be provided by upticks in inflation.
Since the Brexit vote, UK large cap global businesses have been the big winners. They benefit from sterling weakness because these companies generate overseas earnings in US dollars.
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