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.
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.
Close to a quarter of the world’s population lives in cities, and the percentage is rising. We look at how cities are getting smarter to cope with congestion and fight climate change.
The world could be heading for a dystopian or booming future thanks to the incredible advances being made in automation. We look at the robot age and what it might mean for investors.
Bank shares have been supported by expectations of higher interest rates but these could take some time to materialise. We prefer banks that are less reliant on the rate backdrop and note UK banks look attractive for patient investors.
Matthew Dobbs, a veteran Asian fund manager, was in the eye of the storm in 1997. He examines why it happened and whether it could be repeated