In this edition we consider:

• The future of the hedge fund industry
• How Artificial Intelligence will change investing
• The ongoing move from offline to online in the retail sector
• Credit markets at this late stage of the economic cycle
• Opportunities for investors in US farmland
• GDPR and its consequences

In this edition we consider:

• Corporate fundamentals and the implications for investors
• Our global economic outlook and the scenarios that could challenge our views
• The outlook for inflation markets in the major developed economies
• Opportunities in credit markets for absolute return investors
• Potential resolutions to the global shortage of low-cost housing

In this edition we consider:

• The outlook and challenges for the global economy
• The strength and durability of the current business cycle
• How government bond markets are reacting to increasingly confident central banks
• The prospects for emerging market debt as the Federal Reserve tightens policy
• Bank of Japan policy and its implications for the yen

In this edition we consider:

• The impact on the US economy from recent tax and budget changes
• Behavioural responses of investors to the changing investment landscape
• Factor investing and the importance of understanding what you’re buying
• The implications of tax reform for US credit
• The outlook for US smaller companies
• Responsible investing and the opioids crisis in the US