Headline themes from this ever thoughtful source
- As central banks run out of options to stimulate their economies, governments are considering new spending programmes.
- Despite ongoing uncertainty, including Brexit and trade tensions between the US and China, Rathbones remain positive about the outlook for 2020.
Insight in brief
Budget bias – The case for budget imbalance
Winner takes all - Don’t be too quick to jump on board the value train – and time to question the value of the value / growth labels
Macron’s résistance -France's public protests are not a sign that the President is failing corporate responsibility
Corporate responsibility - Are companies serving stakeholders or just paying lip service?
Access the full Insight document here – including financial market trends