Recent softer price indications from the US brought us back another year in terms of the battle between those who believed we were set for long-term secular stagnation and those who believed we were on a new reflationary path.
The reflationists were gaining ground as inflation data was showing signs of improvement from the second half of 2016 onward, followed by the excitement surrounding Trump fiscal expansionary and pro-growth...
Acquirer rebranded in November
'New model of shareholder engagement'
Cryptocurrencies under the spotlight
'Relevant' to all holdings
Demand for factors increasing