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
Oil and gas stocks rise amid escalating tensions
Senior fund managers and economists discuss biggest headwinds and tailwinds
Muted equity returns to define the 2020s
Focus on 'fundamental change' in health industry
Greystone Wealth Management is currently at its maximum underweight to North America given the historically high valuations seen in the region. Meanwhile it is rotating marginally from growth into value strategies.
Fear of regulation main driver behind cut in exposure