Are you ready for the futures
No one knows precisely what will happen in the years ahead. How the world responds to observable trends, from the retreat in globalization to the advance of robotics, will be key. We present investors with four "futures" that could determine the shape of portfolios to come.
Thought of the day
Quantitative tightening approaches
With Tuesday's record high close for the S&P and a rally in bonds, one would be forgiven for assuming the Fed's latest minutes took a dovish turn. Certainly the committee's careful consideration of soft first quarter data – from weak GDP to disappointing March inflation – offers markets comfort that a near certain June hike will be followed by a balanced economic re-assessment.
Morning audio comment
"…but when I am bad, I am better"
OPEC agreed to extend its production cuts, but this appears to have disappointed markets a little. The oil price has moderated – not enough to have any real economic significance.
万事开头难 – All things are difficult before they are easy
Twenty-five years ago, China’s exports were half of France’s and one-quarter of Japan’s. Now it is the world’s largest supplier of manufactured goods. Its rise contributed to the developed world’s “great moderation” in the 2000s, as cheaper goods helped keep inflation in check.
100 days of President Trump
The first 100 days of Donald Trump's presidency have shown that POTUS 45 is not like any other. What's next for investors? Watch the video.
Risk radar: French elections 2017
Will Marine Le Pen become the next French president, threatening to lead France out of the euro area?
Artificial intelligence and Asia
Artificial intelligence has the potential to reshape our world. So how will it impact Asian economies, businesses and societies? In the second edition of Shifting Asia, we analyze Asia's AI-powered future and the challenges and opportunities it will bring forth.
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