As our Global Strategist, Neil Dwane helps formulate our house view, chairs our semi-annual Investment Forums and develops our investment outlook. Explore his perspective on a wide range of issues and themes affecting economies, markets and investors’ portfolios.
The tech cold war. Autonomous weapons. Cyber-security threats. My summer reading list includes studies of all these trends and technologies – as well as a bestselling spy thriller that uses them as inspiration. Prepare to be educated and entertained.
It looks increasingly unlikely that the US and China will reach an amicable agreement to end their ongoing trade conflict. If tensions between the two countries continue to escalate, we could witness the end of a decades-long period of globalisation – with several major implications for investors.
What does it mean to be a long-term investor? That was one of the main questions underpinning the discussions at our Investment Forum in Frankfurt. Topics included the importance of climate change and the future direction of Europe, as our investors and strategists shaped the convictions that inform our long-term investment strategies for clients.
After a strong start to 2019, the markets abruptly turned volatile. The global economy looks increasingly fragmented, and our mid-year outlook calls for more unease over trade tensions and politics. While there are no easy answers, we suggest investors focus on ESG, hunt for income and invest actively.