Small caps seem to be an immediate turn off to a lot of investors, with fixations on aggregate valuations and volatility meaning the better risk-adjusted returns that can be made within this asset class are often overlooked.
The US Federal Reserve's decision to raise interest rates at the end of 2015 marks a new phase for markets in the post-2008 recovery,writes Mark Harris, head of multi asset at City Financial.
So far in 2016, we have seen increased volatility and falling equity markets, but are investors ignoring the progress in the US as a result?
With the help of the dividend component in the total return equation, US markets posted their eighth consecutive positive return in 2015, making this bull market which started with the quantitative easing of 2009 go uninterrupted, despite the intra-year...
Although the S&P 500 index suffered its worst annual performance since 2008 last year, large technology positions and a focus on the growth drivers of tomorrow helped boost returns for the Natixis Loomis Sayles US Equity Leaders fund in 2015.
Four rate rises planned
Following the long awaited interest rate rise in the US last month, the Federal Reserve might be under less pressure to raise rates over the coming months.
Markets across the world respond well to 0.25% increase
In a market laced with uncertainty and doubt, investors have more than turkey to chew on during the traditional festive period, and the mulled wine offers a welcome tonic after a year of anaemic growth and dashed expectations.
Antoine Lesné, head of ETF sales strategy EMEA at State Street Global Advisors, analyses what an interest rate hike by the Federal Reserve would actually mean for investors, and how they should be positioned.
Greater global focus for the firm
Companies in the US are feeling the pressure. The slowdown in global growth, for one, has had an impact on demand says Martin Currie's Tom Walker.
Keith Barrett, head of research at Ingenious Asset Management, asks whether outperformance in US healthcare stocks can continue or if it is time to take profits.
I do not want to be awkward or deliberately contrarian but has anyone noticed US equities look expensive again?