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...
Marcus Brookes appointed CIO
Industry Voice: Over the past ten years, investors have operated in an environment characterised by extremely accommodative and unconventional monetary policy.
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Aviva Investors' chief investment officer for equities, David Cumming, discusses how his team have integrated ESG factors into their decision-making process