Jack Aldrich: The world is full of great debates. Like, Coca-Cola or Pepsi? Android or Apple? And which was better: the book or the film?
At our recent Mid-Year Investment Outlook Forum in London, portfolio managers and strategists held some great debates of their own. Is the next downturn on the horizon, or do we believe this business cycle still has room to run? And what will drive markets over the remainder of 2019: policymakers and central banks? Hard-to-predict but enduring geopolitical dynamics? Or something else entirely that we're not paying enough attention to?