4 results found

Short-term thinking in finance is nothing new. New paradigms may emerge slowly and without much publicity. Listen for weak signals - ideas may emerge in some unconventional ways.

The world seems an increasingly dangerous place, driven by uncertainty and conflict. Yet on many measures, the world is becoming safer. More than ever, investors need to filter out the noise and consider emerging geo-political developments shaping the world.

More than ever, investors need to filter out the noise and consider the geo-political developments which are shaping the world.

We asked Keith to look ahead 10 to 20 years, and explain to delegates at the recent 3rd Annual PortfolioConstruction Conference what big political, social and economic trends will impact on markets, and how they should position long-term portfolios now, for best results in the future…