- Is it a "wall of worry"?
Cyclical anxieties drove markets during Q3 and perceptions of growth are evolving.
- What are the key macro trends in the US and Eurozone?
While Europe's recovery is lagging that of the US, the medium-term outlook remains positive.
- Can China overcome its growth headwinds?
We believe regulatory moves are consistent with China's longer-term development agenda.
Our view is that covid and supply-chain disruptions delay the economic recovery, rather than derail it