Q2 Outlook: The end (of the cycle) is nigh
In their latest investment outlook, our Asset Allocation team weigh up the macro and market impact of stress in the banking sector – and how it’s affecting their positioning.
The team also discuss:
- Why the debt ceiling could be the final straw for the US economy
- Whether India and Mexico could displace China thanks to ‘friend-shoring’
- What went wrong with commodities