Risk-taking around the 3GS: Geopolitics, Growth, Green
Thursday 13 February 2020
Markets were dominated by geopolitical issues and phase one trade deal at the beginning of the year. Now, growth expectations (and the impact of the coronavirus) are the main theme, while Green investing is also gaining importance amid talks around the new European Green Deal. See Infographic
Coronavirus could result in short-term volatility
Best Ideas 2020 Booklet
Cross Asset Investment Strategy January 2020
US-China: negotiations continue while a trade war is taking place
No respite in the war of duties. After the announcement by the US of the increase in duties from 10% to 25% on Chinese products worth 200 billion dollars, China has announced counter measures on 60 billion dollars of US exports from 1st June.