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Manager's View

22MAY 2017

Macron victory marks market-friendly French election outcome

Manager's View

22MAY 2017

Macron victory marks market-friendly French election outcome

Macron’s reform agenda should be positive for economic growth in France. As political risk falls, investors can now turn their focus to the corporate…

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Manager's View

18MAY 2017

TalkingEconomics: Has the dollar turned?

Manager's View

18MAY 2017

TalkingEconomics: Has the dollar turned?

Amid signs that the US dollar is dragging on US activity we believe that the path is open to a weaker currency. President Donald Trump would welcome …

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