Markets, economy, stocks, growth, global, fixed income, international, asset classes
A summary of the factors driving global markets over the last month.
Trade policy is of first-order importance in a more connected world, and markets have been reacting nervously to U.S. trade disputes.
We believe the Brexit negotiations will conclude with a relatively “soft” Brexit. But, as current media headlines show, there are still a number of compromises that need to be made on both sides to seal the deal.
The stakes are high, since the internet has been a key driver of growth and consumer welfare for the last 20 years. What are the implications if Net Neutrality is repealed?