Speaking to Investment Week, Bruno Paulson, who runs Morgan Stanley's Global Brands Equity Income Fund, admits to feeling "distinctly nervous" about markets but suggests there are signs of "global economic improvement."
The global financial crisis, and the related policy response, is drawing to a close. We are currently enjoying a short period of synchronised global growth and improving trade.
President proposed tariffs on steel
Fee transparency 'not enough'
US 70% responsible for current rates
Policy response from last crisis still 'necessary'
Investment Conundrums: Heartwood's Graham Bishop on recessionary warning signs and 'boiling frog' syndrome
Predicts US leading downturn in late 2019
Ranking of best developed locations
Issue of 'self-doubt' and over-valued bonds
Japanese equities fall
Time to put cash to work?
Train, Findlay and Lawson among the names
Asian stockmarkets also down
Aims to avoid ‘another Global Financial Crisis’
Fears over aggressive rate hikes
Investment Conundrums: Sarasin's Monson on 'blue sky ahead but possibility of short-sharp storms in between'
Shocks could be caused by end of QE, global debt or populism
Barring a zombie apocalypse or a sudden spontaneous collapse in asset prices, the current Goldilocks environment of synchronized, above-trend global economic growth and low but gently rising inflation will likely persist in 2018.
Stockmarket is more concentrated
Investec and Incisive support Pedal the Pond initiative to raise young people's mental health awareness
Four young men crossing the Atlantic in a pedalo
Fund ended the year up 26%
Focus on politics and technology