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MARKET VIEW: Follow the money, follow the politics

Aggressive central banks and interventionist governments continue to distort global asset prices. From Chinese growth programmes to European QE, and from Japanese market reform to fossil fuel production, political and policy distortions are rife across global markets. Fortunately, notes CIO Guy Monson, so are the opportunities they offer our investors.

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INVESTMENT THINKING

Informed analysis and opinion on investment themes and global economy.

Taking a long term view

We believe that uncovering long term investment potential means looking at the big trends driving global change for the long run.

 

 

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COMPENDIUM OF INVESTMENT

Our Compendium of Investment reference guide puts today’s investment environment into a long-term context.

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