US becoming insular
This has been the longest bull market on record. This late in the business cycle, we believe it is worth focusing in particular on the merits of investing in US defence stocks.
Over the past quarter, infrastructure globally has endured some highs and lows, with the US, in particular, surging ahead and buoyed by strong economic growth while Europe has faced a series of challenges.
Second round on Sunday
Left in April
Beijing taking on Silicon Valley for tech supremacy
Concerns about corporate and economic growth
Celebrating boutique and passive investing
Lowest measure since index launched in 1995
Spent 13 years at Pictet
Joined with Chinese asset manager Ping An
Merger will occur on 25 October
According to Legg Mason Survey
Worthy additions to portfolios
Annual forecast upped to just shy of £100bn
After an unusually calm 2017, we have seen volatility return to equities across the globe, with many markets seeing growth moderate.
Let us be clear: banks remain a big contrarian trade for European investors, even more so than autos.
US interest rate rises, international trade tensions and local currency volatility have remained key concerns in emerging markets (EM).
Where cryptocurrencies may thrive when commodities falter
Protecting investments in the event of no deal
Tit-for-tat rhetoric doing little to ease tensions within bloc