Growing fears amid strike actions, reshoring, and opportunities in emerging markets
Luke Hickmore, investment director at Abrdn, discusses the main issues trading desks should be focusing on this week, including his house views on the so-called «mountain top» profile for interest rates. He also unpacks the growing concerns amid strike actions seen in the US and UK; the risks behind the reshoring of manufacturing taking place globally and some of the overlooked opportunities in emerging markets.
25.09.2023