The sector has historically underperformed in the lead-up to U.S. presidential elections, but that may not be the case in 2024.
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The Economist Intelligence Unit explores some of the data behind geopolitics while CEO Ali Dibadj provides his perspective on what it means for investors.
Ali Dibadj outlines the macroeconomic drivers likely to shape the coming decade and why these suit an active approach to investing.
Portfolio Manager Oliver Blackbourn considers the potential ramifications of the conflict between Israel and Palestine at a geopolitical level, giving some insight into how markets have responded thus far.
Hungary, Poland and Romania stand to benefit from the EU’s stimulus package as long as agreed reforms are implemented.