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…
Amid all the global economic and market uncertainty, conviction about the macro outlook is low. But the one engine of growth I think we can rely on is the US consumer.
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.