A handful of “superstar” firms have changed the investment landscape in recent years. But should their dominance be ringing alarm bells for investors?
Economic and Strategy Viewpoint
This month's Viewpoint discusses the outlook for US corporate profits, the debt picture in emerging markets, and the lessons we can draw from Japan's experience of fiscal stimulus in the 1990s.
We compare the current record bull market rally with previous ones over the past 60 years and consider whether or not it can last.
A year ago we identified the disruptive and economic forces that we thought would shape the decade ahead for investors. These were our "inescapable truths". But do they still hold true?
We’re not convinced that the latest trade war détente between Donald Trump and Xi Jinping will prove any more lasting than the previous one.