Michael looks at the midterms: GOP gains in the Senate, an historic loss in the House given economic and market conditions, and what it means for investors.
Listen to previous series on a variety of investment topics, asset classes and current themes
Predicting recessions is not easy and we do not claim to have uncovered a perfect crystal ball. What we have developed is a framework for tracking the risks, and potential magnitude, of a downturn in the US economy.
After a strong first quarter, risk assets continued their rally in April.
Markets are increasingly nervous about the impact of the trade war on US corporate earnings and business investment.
This is close to being the longest economic expansion on record. Nobody knows exactly when it will end, so it���s worth considering what investments could rise in value when equities and other risk assets fall during the next downturn.
Many UK defined benefit (DB) pension funds are well along on their de-risking journey. What lies ahead now is relatively unexplored territory. Here we set out things to consider in building a runoff investment strategy.