The big picture: Is it time for a more balanced approach?

After a period of economic turmoil, a degree of stability could be on the horizon – at least in the UK, where a new government is in place, the Bank of England has cut rates and inflation appears to finally be coming under control. Meanwhile, the US economy continues to face challenges, with a decisive election looming in November and uncertainty over the Federal Reserve’s plans in H2. US equities also continue to be dominated by a handful of major tech firms, with limited room for a positive re-rating. Read the full article in this Spotlight guide, in association with Brooks MacDonald...