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