Europe is full of secular growth trends including digitalisation, faster growth in emerging markets, consumer loyalty to premium brands and increased health awareness.
September's disastrous Salzburg summit brought the risk of a 'no-deal' Brexit into sharper relief.
Over the past quarter, infrastructure globally has endured some highs and lows, with the US, in particular, surging ahead and buoyed by strong economic growth while Europe has faced a series of challenges.
This has been the longest bull market on record. This late in the business cycle, we believe it is worth focusing in particular on the merits of investing in US defence stocks.
Establishing differences between minority and majority investing
Concerns about corporate and economic growth
Celebrating boutique and passive investing
Lessons from the global financial crisis