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Equities should surpass bonds in H2

Corporations starting to put large cash holdings to work with M&A activity at near record pace

SOME call it listless, boring, or just generally trendless, but so far 2014 has not worked out the way many had expected. Up to date this year, the performance of global equity markets has been patchy and seems at times inconsistent to the fundamentals. This of course can be attributed to the...