It is always hard to know what will happen with markets. We’re not in the business of offering predictions. Instead, like some of the successful sovereign and endowment funds whose approach we aspire to, we prefer to rely on the evidence.
'Crisis phase' now behind us
Inflation OK to climb 'above 2% over time'
Manager critical of Westminster's response
'Long and painful' road to recovery
Gold miners offer best access
Some companies will 'only become stronger'
Latest figures make for 'grim reading'
History tells us that US elections are all about the economy. For a nation priding itself on economic dominance on the international stage, this makes sense.
Price may vary depending on perspective
Up to 13.7% default rate
Waning OPEC influence to change industry dynamics
Former Obama-appointed US Treasury official on recession outlook
Key themes to generate much-needed growth
Stockmarkets finish 2019 at three-year highs
Top 10% hold 70% of overall US wealth
Still a good case for long-duration assets
Japan favourable to China
'Muddle-through' scenario for the economy
Knee-jerk reactions could become self-fulfilling
India's MSCI weighting will become smaller
In the developed world, inflation expectation is noise
Entering a 'monetary policy arms race'
Sustainability, geopolitics and the 'Woodford liquidity crisis'