Perspectives

Doubts about the sustainability of growth

In last month’s issue, we outlined our fundamental analysis of where capital markets were likely to be heading in the first half of the next decade.We described our three- stage analytical process, the final phase of which involves pinpointing and understanding structural breaks that might affect economies or markets and assessing knock-on effects for financial […]

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Waiting for the consumer to return

The act of investing calls for the decision-maker to rein in and master their emotions. Faced with the daily torrent of price- and market-sensitive news, it is crucial to be able to distinguish genuine information from mere noise or rumour.This means picking out news that is really influential from items causing short-lived ripples which mask […]

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