Six key themes that will influence investors in the coming months

Sustainability, geopolitics and the 'Woodford liquidity crisis'

As ever, a lot has happened in the first half of the year. The following are my six takeaways from the first half of 2019 I believe are most likely to influence investors in the months ahead.

Sustainability The defining theme of the year, sustainability has real momentum, with stakeholders involved from across the ice-diminishing piste.  The public mood has shifted, with large scale movements tackling plastic and climate change, among other issues. Governments are responding. Most significantly, the UK has introduced a legally binding commitment to achieve net-zero carbon by 2050.  Regulators are moving to compel businesses to aid the transition to a low-carbon economy, influencing both asset owners and asset investors.  As Mark Carney wrote: "This requires a massi...