Over the last two decades, emerging markets have been attractive to investors and investment strategies have followed an ever globalising trend.
On Tuesday, 3rd November 2020 the United States will go to the polls to elect its next President. All the indications are that Donald Trump will stand for a second term and if the words of Bill Clinton – “It’s the economy, stupid” – are to be believed, he will win.
August used to be known as the ‘silly season’. Everyone who made the news was away on holiday, nothing happened and newspapers were desperate to fill their pages. So rather more obscure stories made it into print…That, of course, was before Donald Trump. And Brexit. And Venezuela, Argentina…
The news in July really could not have been much worse. The threat of a trade war between the US and China simmered throughout the month, and then on 31st July President Trump ramped up the tension with proposals of a 25% tariff on $200bn (£152bn) of Chinese imports.
Expect the Iceberg Lettuce to replace Bitcoin as the new default currency of the internet. Maybe it’s time to get out there and plant lettuce in the back garden… or perhaps instead you should be considering a crop of avocados…
May was another month with the usual mix of good and bad news in the UK. RBS kicked off the month by announcing the closure of 162 bank branches. As online banking and mobile apps continue to bite into retail banking you do wonder just how many high street branches there will be in ten years’ time.
2017 was a record year for the UK wine industry, as figures showed 64% more bottles of UK-made wine reached the market than in 2016. The Wine and Spirit Association said the industry was reaping the benefits of ‘huge’ investment over the last decade.
2017 was a good year for Emerging Markets, which continued their recent strong run, keeping them on track to outperform Developed Markets in back-to-back years for the first time since 2009/10.
Russia went to the polls last month and in the least surprising result of the year, Vladimir Putin won another six year term. The Chinese Communist Party removed rules limiting Xi Jinping to two terms in office, meaning two of the world’s three superpowers now effectively have presidents for life.
Did anything happen to make the world smile in February? Absolutely – unless you were waiting in the queue at Kentucky Fried Chicken where, sadly, the bargain bucket was replaced by the empty bucket.