Policy tightening is meeting slower economic growth, a trade war and widespread displeasure with ineffective political solutions. The good news is that investors, sensitive to the complacency that defined the pre-Lehman years, may have overly discounted the slowdown....assuming it will be as toxic as the 2008 crisis.
As the storm rages on, James Thomson will discuss how the Rathbone Global Opportunities fund is positioned, key drivers of recent performance, and the likely opportunities and dangers of the year ahead.
Put your questions to James in advance or during the call using the 'questions' tab at the top of the video screen. If you are unable to join us at 10:00am a recording will be available 'on demand' after the call.