Inside Track – November 2018
This month’s topics are:
- Global economic data continues to soften. The next few months will be characterised by a synchronised slowdown – the exact opposite of the synchronised upswing that occurred during most of last year.
- The draft agreement on Brexit has been approved by the EU but has yet to overcome its biggest hurdle.
- This National Climate Assessment – prepared by 13 US federal agencies – warns that the impact of global warming on the US far outpaces previous projections.
- In most rich countries, the 85-94 old age bracket is the fastest-growing segment of the population. Investing in the plethora of sectors related to longevity will become an even more compelling theme.
- Increasingly, geopolitical rivalries will affect companies’ value and share price.
- Money, not ignorance, lies behind denial about climate change.
- A Chinese scientist’s claim that he genetically engineered two HIV resistant babies has provoked outrage among regulators, medical experts and ethicists.
- Tech AI companies are selling recruitment technology to both large employers and individuals (to choose a babysitter for example) that assesses candidates not only on their online history but also on an analysis of their voice tone and facial movements to detect “bad attitudes”.