Taking stock of the world's currencies
Headlines 'don't reflect the whole story'
In the first half of 2019, the uncertainty surrounding Federal Reserve policy and US-China trade negotiations affected the outlook for all asset classes including global small-cap stocks.
Widespread signs of global growth slowdown
Markets have enjoyed a strong start to 2019, with the MSCI World index up over 16% in the first half.
Interview at Investment Week Conference 2019
Global macroeconomic indicators have undoubtedly become softer, as the US nears full employment and Europe's manufacturing sector continues to suffer from the effects of weaker trade with China.