Global growth is showing signs of a potential re-acceleration and macroeconomic indicators point to no immediate cause for concern, writes Anna Stupnytska, global economist at Fidelity International.
However, with a number of risks on the horizon, and difficulties in gauging the degree of a China slowdown and the impact of global liquidity withdrawal in particular, markets look to be set for a challenging...
Effective from 1 January
Industry Voice: Many investment portfolios that rely heavily on stock-bond diversification to manage risks may not be protected against inflation surprises. Real assets offer a solution.