The FM Report

Do central banks have any ammunition left to ward off the next recession or economic crisis?

Market timing is fraught with danger, whether in the short term like this past few months, or even over very long time periods.

China has been a potent force in financial markets for more than a decade. Its impact on global economic growth has increased markedly. However, international investors own very little of its domestic stock and bond markets.

The investment grade universe has increased in size considerably since the financial crisis, particularly in the BBB space. Should credit investors be worried?

A “Digital Moats” investment theme focuses on companies in the digital economy that have the ability to sustain an exceptional competitive advantage and generate excess returns for shareholders over time.

Some years ago we decided to take charge of our future and opted to manage our own pension. One of the primary reasons for this was to ensure that the assets reflected our very conservative nature; that is 100% shares

The battle to break the Brexit deadlock is intensifying on both sides with the culmination that a General Election by year end is inevitable

Looking at the headlines over the last two years, you could be forgiven for thinking that investors have experienced poor returns.

The dynamics of disruption create divergent outcomes across a range of industries and come at the expense of many incumbent competitors.

For the past 10 years, I have been positive about the prospects for equities. But at the end of May, I downgraded my view to neutral as the trade war between the US and China escalated.