Feature

Chinese labour no longer as cheap as elsewhere

Humans versus machines

Our video series continues

Despite the uncertainty on the political front and the macroeconomic unknowns, the biotech sector's fundamentals have remained solid.

The US retail sector is struggling. This may seem strange, given the US economy is strengthening and consumer confidence is rising.

Many investors have come to rely on asset allocations modelled on the old economic order: decades of globalisation, falling inflation, slowing economic growth and declining interest rates.

Withdrawal of QE could cause 'considerable fallout'

When investments deliver double-digit returns within a year, it is normal for investors to pause for breath and reassess the original investment thesis.

'We are citizens of the planet'

US equities have been very much the place to be in the past ten years. They have been a supremely performing asset class, driving the outperformance of developed markets.