geopolitics

Brazilian election means less political uncertainty

US infrastructure investment at a 70-year low

Avoiding freezing of US-China ties

This has been the longest bull market on record. This late in the business cycle, we believe it is worth focusing in particular on the merits of investing in US defence stocks.

Protect your investments or do nothing?

Geopolitical impact on global markets

How have they performed this summer?

Central banks and multi-asset in the spotlight

'He has done more than people expected'

While the recent unpredictable geopolitical news flow has created challenges within Russia, it has served to mask a wealth of investment potential.