All Outlook 2014 articles
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Special Report
Outlook 2014: Nothing to lose but your supply chains
This summer I was lucky enough to spend my holidays travelling around Turkey.
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Special Report
Outlook 2014: De-globalisation
Long-established patterns of global trade have started to change. Martin Steward looks into the reasons why, and the longer-term investment implications
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Special Report
Outlook 2014: Smooth sailing or stormy seas?
Pension funds have long had an interest in global shipping as a way to benefit from global trade. As shipping rebounds, Christopher O’Dea reviews the long-range outlook
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Special Report
Outlook 2014: As strong as the weakest link
Shorter supply chains may make it easier to monitor and manage risk, but Nina Röhrbein warns that they do not make the risk disappear
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Special Report
Outlook 2014: From ukuleles to kidneys
Thirty years after the invention of 3D printing, the technology has brought mass customisation to consumers and huge growth opportunities to industrials, writes Jennifer Bollen
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Special Report
Outlook 2014: The industrial renaissance
Labour, energy and technology revolutions are re-shaping globalisation. And while the initial gains appear to be in the US, Henk Grootveld sees potential across the developed world
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Special Report
Outlook 2014: The coming US dollar drought
If the US imports less energy and exports more goods, its current account deficit could continue to shrink. Charlotte Moore asks what this means for economies reliant on US dollar liquidity
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Special Report
Outlook 2013: Euro Scenarios: Getting prepared
Ben Gunnee considers the back-office and trade infrastructure implications of a country exiting the euro
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Special Report
Outlook 2013: Euro Scenarios:The disastrous and the unpalatable
Emma Du Haney offers a survey of the political landscape across the euro-zone and outlines both investment and operational risk-management priorities for the eventuality of a break-up
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Special Report
Outlook 2013: Euro Scenarios: Open for business
Lynn Strongin Dodds finds most investment managers looking favourably on European equity markets once again
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Special Report
Outlook 2013: Euro Scenarios: Breaking up is hard to do
Quite apart from the investment risks associated with the euro-zone break-up scenario, it introduces complex legal and operational challenges. Charlotte Moore looks at the situation for both investment and non-financial firms
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Special Report
Outlook 2013: Euro Scenarios: The euro-zone’s no-man’s land
Germany’s bonds are safe-haven, ‘risk-off’ assets. Spain’s are ‘risk-on’ assets. But Maha Khan Phillips asks how investors should think about allocations to markets like France and Belgium
