The strength of emerging market (EM) economic growth this century has been well documented, as has the shift (broadly speaking) from commodity and manufacturing based economies to ones more supported by shifting demographics and the burgeoning middle...
Development of EM and US themes
There has been an increasing amount of attention on bitcoin in recent months as its value has soared, writes Daniel Murray, global head of research at EFG Asset Management.
Having been to Japan a handful of times, what strikes me most is the juxtaposition of the latest technology paired with old habits.
The mega-cap FAANG (Facebook, Apple, Amazon, Netflix and Google/Alphabet) stocks seem to be gathering strength and competitive dominance as they grow in size.
Rising regulatory cost environment