Terry Smith talks us through how the tectonic changes in the global economic and business environments impact the constant that is the Fundsmith portfolio.

We ask how climate change is linked to productivity, what the long-term impact on interest rates and inflation are and how to quantify the financial impact of climate change

Why has the Indian market actually been one of the more resilient emerging markets despite having seemed to be one of the least well-prepared for it?

We take a whistle-stop tour of what we expect to happen in the US election, what else could happen, the investment implications and the winners and losers.

The disputes and democracies of a US election

Extent of the knock on macro opportunities?

Sustainable investing with all its controversies.

Mispriced risks within financial markets

How strong is the global rebound?

How are US businesses coping?