When you visit a country to meet company management teams, you often get some interesting insights into the way the local society operates.
Those in turn can point you towards wider investment themes and opportunities. My recent visit to China was no exception. During my round of company meetings in Shanghai, one of most striking things...
Investors have piled into bonds such that more than $15trn worth are now negative yielding if held to maturity – a new record.
Knee-jerk reactions could become self-fulfilling
Poring through the FCA's new regulations
A fond farewell
What risk factors should investors look out for?