Informed analysis and opinion on investment themes and the global economy.
Economist Niloofar Rafiei takes a look at the macroeconomic picture and what it might tell us about how 2019 might unfold.
Head of Global Equities Jerry Thomas looks ahead to what 2019 might bring for the asset class.
Fund manager Neil Denman discusses how liquidity, debt, and rising interest rates might affect equity income during 2019.
Investment Director John Soler explains how keeping an eye on environmental, social and governance factors can yield more than just a clear conscience.
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