geopolitics

Oil and gas stocks rise amid escalating tensions

Saudi Arabia's successful 'Future Investment Initiative' ('Davos in the desert') last month and the much-anticipated listing of Aramco have reminded us of the potential of the Gulf region for investors.

Still a good case for long-duration assets

Too much focus on isolated events

'Muddle-through' scenario for the economy

Sustainability, geopolitics and the 'Woodford liquidity crisis'

Investors 'waiting on sidelines' for greater Brexit clarity

ASEAN countries proving largest beneficiaries

Re-escalation of trade war tensions could feed end-of-cycle concerns

Interview at Investment Week Conference 2019