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.
However, there are signs these trends may be bottoming out rather than intensifying. China has the wherewithal for further policy stimulus, which may revive global trade. Consumer spending, which is...
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Global economic cycle is among the longest in history
Fixed income manager takes a more cautious approach
Duff & Phelps IM selected for real estate vehicle