Don’t be fooled by the odd disappointing number; we expect China stimulus to be sustained and effective. The benefits should reverberate globally at a time when we think tariffs and trade wars will give way to cooperation and deals. Find out more in my recent Bloomberg interview…
The Bank of England kept interest rates on hold in May but said it wants to raise them in the future. Is this possible when many other central banks are backing off from tightening? If so, when?
Improved battery technology is transforming industries from automotive manufacturers to utilities. For investors looking to align their portfolios with this long-term growth, exposure should be focused on the battery value chain but diversified across it.