View of the Day

The political blame game is here to stay

The idea that politics is not relevant to financial markets no longer holds true.

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The US has hit its longest bull market in history

 It is often said that bull markets don’t die of old age, but this one is giving it a fair go.

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Why do markets care about trade wars?

It's usually easier to identify the losers of trade wars than the winners, and it's no different this time round says Fidelity's Sam Morse. 

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Demographic shifts create biotechnology opportunities

Ageing populations which are increasingly wealthy means opportunities for biotech and healthcare investors

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Ikea opening demonstrates India’s powerful consumer potential

A passion for flatpack furniture and soft furnishings is set to sweep India; it’s a harbinger of more growth in consumerism to come, says Simon Finch of Ashburton

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Contagion risk: is Europe in danger from Turkey’s woes?

Pictet Asset Management’s Alain-Nsiona Defise and Mary-Therese Barton comment on the outlook for Turkey.

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A ‘Geoff Boycott’ approach to Investing

Andrew Craig of Plain English Finance asks whether investors could learn from the English cricket legend’s highly defensive but effective batting strategy. 

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Why we are strengthening portfolios with hard assets

Infrastructure and other hard assets should benefit from a stronger economy and play a defensive longer-term role

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Is it safe for investors to relax?

Given the climate of uncertainty generated by, among other factors, Donald Trump's tariff war, dare we leave the office? 

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