Investment Themes & Strategy
The Federal Reserve is continuing to normalise US monetary policy even as the central bank deflects shoves from policy changes, debt and illiquidity. It could be time for a cautious, active approach that emphasises liquidity and extensive diversification across uncorrelated asset classes.
Steven Malin | 04/09/2018
View from the Global Strategist
Burdened by too much debt and growing societal frustration, the global economy is faced with stark choices, including fiscal austerity and rising defaults. But what if we took a page out of Henry Ford’s playbook, creating a highly paid, highly trained workforce to help usher in a new era of inclusive growth?
Neil Dwane | 13/08/2018
Investment Themes & Strategy
Tax reform has given the US economy a second wind and widened its divergence from the global economy, which has faltered amid fears of trade wars and emerging-market uncertainty. Sector rotation in US equities could make tech and consumer discretionary attractive; energy and industrials may also benefit.
Mona Mahajan | 29/08/2018

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Data as at 30 June 2018.

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Timely and insightful commentary on the markets and current investment themes.
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