The global economy is at an inflection point, with shifting equities, credit and multi-speed economies. So how should investors be positioned and should we be preparing for an infinity war or the end? Are we in the Endgame now?

In the previous Marvel movie instalment, Dr Strange, after seeing the future, tells his fellow Avengers that they're reaching the "endgame". Away from the big screen, the current economic cycle is far from endgame, and any slowdown is likely to be mild and unsynchronised, with differences seen between various countries and sectors.