We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
The how and why of diversification
New dimensions of diversification
GRA Launches Direct Real Estate Investment Platform
What would a Conservative government mean for sterling?
Why the US dollar may not be as overvalued as you think
Impacts of disruption on the core infrastructure investor
As corporate profit growth has slowed, we have a more balanced outlook on equity markets. Valuations are mostly well within historical norms and we’re seeing opportunities among higher growth companies with sustainable profits and cash generation.