This recording explores whether elections have accelerated the trend for activist policy and what it means for our long-term investment outlook.
The rebirth of industrial policy and what it means for investors
17 October 2024
Article last updated 17 October 2024.
States are directing investment to strategic sectors on a grand scale to prepare for future shocks from emerging technologies to climate change. Asset allocation analyst, Megan Glover and head of asset allocation, Oliver Jones discuss what the consequences might be and what it might mean for the economy and markets.