geopolitics

China won't give in to excessive demands

Anything seems possible but nothing seems unlikely

Trump showing no signs of backing down

Brazilian election means less political uncertainty

US infrastructure investment at a 70-year low

Avoiding freezing of US-China ties

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.

Protect your investments or do nothing?

Geopolitical impact on global markets

How have they performed this summer?