Investors may face an extended period of macro uncertainty given the potential fallout from the trade wars, but we believe some industries are poised to expand even if global tensions remain elevated or GDP growth is subdued.
Evidence continues to suggest we are on the cusp of greater levels of industry disruption, led by the declining costs of technology, an acceleration of digital-focused consumer trends, more efficient manufacturing...
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?