With summer fading into memory, a long uncertain winter of social distancing lies ahead. It’s easy to feel gloomy, but as chief investment officer Julian Chillingworth argues, we should try not to buy into the doom.
We have reframed this Thursday’s Macro Strategy webinar to focus on the investment implications of the ongoing conflict across the Middle East. This will bring you insight from some of our leading strategists and investors.
A resilient global cycle continues to support calculated risk taking. Global growth remains solid, inflation is easing and policy is gradually loosening — all supportive for asset markets, despite the risks.
A look back at markets in January when emerging market shares and commodities performed strongly.
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