Infographic: 10 factors that could change economies and markets forever

The macroeconomic backdrop is changing, or at least uncertain. This could shift the pricing of risk assets, but it won’t change what we do, which is look for stronger competitively advantaged businesses that fit our quality growth philosophy.

Which books have kept our global equities team turning pages in recent months? From AI to geopolitics in space, Charles De Gaulle, and music loving detectives. It’s an eclectic mix.

From gearing up Tour de France contenders to a growing e-bike market, Shimano looks well placed.