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Five-Year Outlook Oct 25 Global Investment Forum

Over three days a selection of our investment managers, economists and strategists congregated in London for our annual Global Investment Forum (the Forum). As...

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Five-Year Outlook Oct 25 Intangibles: Capitalism without capital?

In a rapidly changing world, so-called ‘intangibles’ are playing an increasingly important role for investors. Intangibles can be defined as assets, such as goodwill,...

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Five-Year Outlook Oct 25 A U.S. recession?

Intangibles may have extended the economic upswing but they haven’t abolished recessions. Indeed, there is an overwhelming consensus, supported by a number of external...

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Five-Year Outlook Oct 25 Interest rates: Potential headwind to growth

Interest rates remain the “topic du jour” for investors as a potential headwind to global growth. Jon Adams joins Ben Jones on the Better...

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Five-Year Outlook Oct 25 UK: Economic fortunes in the hands of the politicians

The UK financial markets, especially domestic currency markets (GBP/sterling), are highly sensitive to Brexit headlines. Until the summer, the debate had focused on a...

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Five-Year Outlook Oct 25 Pendulum to swing back in favor of emerging markets

While there are short-term challenges in emerging markets as a function of trade war concerns, political problems, a stronger U.S. dollar and rising U.S....

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