Neil Birrell: What assets would a Martian fund manager buy in their Earth allocation?

The first question that our Martian fund manager should ask would be about the longevity of the investment and therefore the sustainability of the asset. Let us assume that planet Earth will last long enough for our neighbours in the solar system to make a decent return on their investment. What assets should they be looking at? What is clear is that the global economic cycle has a huge part to play in those returns and, at the moment, it is not too clear how it is shaping up. Global GDP growth estimates are falling, forward looking indicators are less supportive than they have been, the...