Shift in mood needs to be noticed
PARTNER INSIGHT: 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."
Favourable macro backdrop
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
Willem Verhagen, senior economist - multi-asset, at NN Investment Partners, discusses the causes and costs of protectionism, and the implications of a trade conflict between the US and China.