Last year's contraction of manufacturing and industrial output was the third of the current economic cycle, influenced by dollar strength, the trade war, and the impact of strikes at General Motors and the grounding of the Boeing 737 Max.
After some volatility during the summer, Q4 2019 added to the rising tide experienced by European equity markets since the dip in late 2018.
Not focusing on valuation key to 'winning in the stockmarket'
Pushing for transparency in the age of fake news
Fiscal stimulus could be 'down to governments'
Use of private secondary markets 'vital'
Transition to cloud computing is no passing fad
Manager praises Global Equities Focus fund outperformance
Disruptors move in on asset management