In recent years, investors have faced two major sources of political risk when considering UK assets: the possibility of a hard Brexit and the prospect of a more radically left-leaning government.
Today's 'stockmarket darlings' still rich in profits
Property and tech expected to boom
In the US, one exciting opportunity is in sustainable packaging, where volumes are moving meaningfully toward aluminium, which is infinitely recyclable and should have a lower overall life cycle impact compared to plastic.
'Rarely a primary focus for private equity managers'
Senior fund managers and economists discuss biggest headwinds and tailwinds
Not focusing on valuation key to 'winning in the stockmarket'
The tech disruptors to watch out for
Transition to cloud computing is no passing fad