While success in tech feels transitory and risky, consumer staples have different anchor emotions: comfort and familiarity.
Another year of surprising growth looks in store, says the partner and co-founder of Ardevora Asset Management.
In energy, the trapped capital cycle looks set. There's too much capacity and not enough desire to exit.
As production becomes more automated, low-wage economies will lose their competitive advantage, argues Jeremy Lang, co-founder and partner of Ardevora Asset Management.