The Irish economy performed well in 2019, despite the global economic uncertainty and Brexit. The momentum going into 2020 remains very solid, with almost all economic indicators still performing well.
When no industry is immune to disruption, can the tech sector exist within its own vacuum? We considers the omnipresent nature of today’s technology and questions the effectiveness of current benchmark indices.
Free from a house view on economies, markets or stocks, J O Hambro Capital Management’s (JOHCM) fund managers invariably see the world in different ways. We asked a number of our managers for their thoughts on the outlook……….
Changes to the nature of workforces in the developed world have seen the proportion of Gross Domestic Product (GDP) accounted for by wages fall for several decades, boosting investment returns. However, these trends could be set
Bonds will continue to provide benefits in terms of both portfolio diversification and return in the years ahead. However, with absolute bond yields at low or even negative levels in some markets, we acknowledge that these benefits may be muted relative to historical patterns.
The world seems to be losing the battle to halt climate change. Economies and financial markets appear increasingly unprepared for the disruption that higher global temperatures will bring. Moreover, policies to limit rising temperatures do not yet appear to be fit for purpose.