November’s multi-asset chart of the month highlights how a global shortage of US dollars could be reversing. This could signal the beginning of a weak phase for the currency.
A smooth Brexit could remove some of the fog of uncertainty over the UK economic outlook, a prospect made more likely by the agreement to extend the deadline to 31 January 2020.
Private equity has a mercenary reputation for asset stripping and job cutting as a matter of course. We don’t think this shows the whole picture.