The GLG US Absolute Alpha Stratey UCITS fund
Last year's contraction of manufacturing and industrial output was the third of the current economic cycle, influenced by dollar strength, the trade war, and the impact of strikes at General Motors and the grounding of the Boeing 737 Max.
Regardless of your home country, there are only a handful of words across the globe that can elicit a visceral response when spoken among polite company.
Low probability of US 2020 recession
In the US, one exciting opportunity is in sustainable packaging, where volumes are moving meaningfully toward aluminium, which is infinitely recyclable and should have a lower overall life cycle impact compared to plastic.
$12trn of global bonds trading with sub-zero yields