It strikes me, as we approach the denouement of the whole sorry saga of the US Presidential Election, that global markets are still incredibly complacent, not only just about the possibility of a Donald Trump victory but also of possible post-election turbulence.
First though, the election result itself. I have been tracking a whole bunch of sentiment measures for the last couple of weeks and they tell the story of how conventional measures of sentiment have barely...
High conviction approach
Effective from mid-July
Managers who have 'seen it all'
Decision expected 20 June
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