In the first of two articles, we look at three possible scenarios that could unfold in global equity markets over the next five years - are the roaring 20’s upon us, or is there reason to tread more carefully as we head into the next decade?
For those wondering why there is so much focus on the US yield curve this morning, an inverted yield curve has historically been one of the best recession indicators. As markets get nervous, should investors remain invested?
When investors talk about environmental, social and governance (ESG), they often focus on a company’s environmental and social records. However, to overlook governance is to risk missing the point entirely.