Politicians don’t always follow the route of logic which makes it difficult to predict how they could play out. One thing is for sure if the rhetoric accelerates it won’t be good news for large multinationals.
Fidelity’s Amit Lodha’s fears around Facebook have come to fruition but what will that mean for THE social media platform of our time and are there other big picture issues for global tech companies that investors should be mindful of?
ESG covers such a broad range of approaches that investors can be forgiven for being confused as to what constitutes ESG and what doesn't. Do we need a unified definition of ESG, and if so, what is it?
What does a pair of jeans and the US Post Office have in common? Little on the face of it, but from an investment perspective quite a lot. They are both second-order beneficiaries of someone else’s investment boom.
Last week, I suggested that 2018 would be the year in which we waved goodbye to the favourable conditions of 2017. My concerns were largely focused on inflation and interest rates. Now I am much more concerned about the growth part of the equation.
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