It has been 10 years since the start of the global financial crisis. We show the impact then and during the decade that followed.
We assess the outlook for global trade, and conclude that a China-driven slowdown will be only partially offset by Europe. Tailwinds are becoming harder to find.
We highlight some of the charts that we found interesting this month, including UK house prices, Chinese trade and the declining dollar.
Returns face further compression and investors seeking positive real returns would be advised to look at riskier assets: credit, equities and alternatives.
As covered in the Financial Times, our research challenges the conventional wisdom that portfolio turnover and transaction costs should be minimised, and finds it to be misguided.
The UK stockmarket rose in the first half of 2017 in the face of political and economic uncertainty. We look at why and what the future may bring.