Article: Investors sceptical that this bull market has legs

It was only a fortnight ago that investors were buzzing with enthusiasm and dreaming of a bull market. Stockbrokers were reporting a sharp rise in trading volumes as private investors rushed to join in the stock market renaissance.

The great and the good were confident enough to announce that the bull market had indeed come. As I wrote, one such bull was Anthony Bolton, the highly regarded Fidelity fund manager, who correctly called the end of the commodity bull market last year.

But an eagle-eyed reader pointed out to me that Mr Bolton had not always made the right call. When he switched out of commodity stocks he invested in "banking groups which have already had their rights issues" ...

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