Global economic cycle is among the longest in history
Fixed income manager takes a more cautious approach
Markets have enjoyed a strong start to 2019, with the MSCI World index up over 16% in the first half.
A broader swathe of economic indicators — of the recent past, present and future — have fallen to indisputably weaker levels than at any time since the 2008 global financial crisis.
Dovish shift in Fed policy as economic data deteriorates
Current US economic expansion now 121 consecutive months
Bone fide free trade has already disappeared
Cutting costs - and political legacies - dominating the US