Global economic cycle is among the longest in history
Fixed income manager takes a more cautious approach
Asset prices and sterling fall 'sharply'
Reduces chances of rate hike
US-China trade wars have been re-invigorated with extra tariffs on Chinese products worth $200bn and threats of 25% tariff on a further $300bn. This prompted comments from President Xi Jinping, calling on the nation to embark on a new 'Long March'.
Dovish shift in Fed policy as economic data deteriorates
OCF of 0.10%
LatAm giants' economies in focus ahead of Copa América
Political and structural changes abound
QE could be back soon
Trade, inflation, slow growth and yield curve to blame
Inflation above 2% for first this this year
The importance of financial wellbeing
Positioning for a global bear market
Fuel costs offset by lower food and games prices
Managed fund since 2017
The Top Down: Neptune's James Dowey on the 'one issue more important than Brexit' for asset managers
In this month's edition of The Top Down, Jayna Rana and Mike Sheen talk to James Dowey, CIO and chief economist at Neptune Investment Management.
Economic surplurses also pose risks
Interest rate outlook unchaged
Optimism ahead of 29 March exit date
How to create order amid a seemingly disorderly exit
Down from 0.6% in Q3 2018