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”.

Download the full report: November’s Inside Track