Insights

A year after the US election, where do we stand with President Trump’s policies and their impact on the world economy? The picture is mixed, and the uncertainty is set to remain. This is not necessarily a bad thing.

Central bank decisions went as expected last week, but longer-term questions around central bank independence are becoming more notable.

In recent years, many investors have written China off as “uninvestable” due to policy unpredictability and economic headwinds. However, this view overlooks some of the important changes underway and the fact that challenges often create opportunities.