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With both the ASX200 and the tech-heavy Nasdaq having dropped 8% from their August highs, many investors are asking if recent market falls are the beginning of the end for the longest bull market in history. Rising US interest rates, a resurgent US dollar, stretched valuations and potential trade wars all loom as potential catalysts for a correction.
In this timely and wide-ranging conversation, Nathan Bell, portfolio manager at InvestSmart, gives his views on the significance of recent market volatility, and his thoughts on: