At the start of 2020, there are grounds for investors to be optimistic.
In the US, one exciting opportunity is in sustainable packaging, where volumes are moving meaningfully toward aluminium, which is infinitely recyclable and should have a lower overall life cycle impact compared to plastic.
Investors in the UK housebuilding sector have enjoyed exceptional returns since the Global Financial Crisis and 2019 was no different, with average total returns including dividends of 53%.
2019 saw strong positive total returns across nearly all asset classes.
The myriad monetary policy easing measures observed across the globe allied with (admittedly, more modest) fiscal stimulus from countries such as China, Japan, France and the UK has led investors to believe that economic growth going forward is well underpinned,...
The current macroeconomic backdrop is a good opportunity for us to be reminded of the difference between 'signal' and 'noise'.
For investors in the UK infrastructure sector, the outcome of the General Election has provided an element of relief.
Europe has been shunned by global investors in the past few years for a number of reasons: profitability of European companies has lagged that of global counterparts; poor public finances have threatened the common currency and populist pressures have...
Until recently, emerging markets within the Middle East remain a largely untapped source of opportunity within sports and entertainment sectors. This, over the past decade, has seen a significant change.