Fed chair Janet Yellen's recent speech in Boston was an occasion to put into perspective a few important questions regarding the still high economic output gap, the formation of inflation expectations, the sensitivity of wages to labour conditions or...
Rathbones' David Coombs, head of multi-asset, and Mona Shah, senior research analyst, explain why they remain committed to US equities, and explore the prospects for a new group of 'Nifty Fifty' stocks.
Also reports quarterly results
Lead-up to election on 8 November
Prices could rise as high as $1,425
The fact that this morning many comments focus on the so-called increased probability of a rate hike this December completely misses the point, writes Raphael Pitoun, CIO of Seilern Investment Management.
Last raised rates in December 2015
Third Luxembourg-domiciled vehicle
Corporate earnings drive returns
Possible pricing changes
EM managers fared better
Lael Brainard said case to tighten is 'less compelling'
Data shows clear Trump win
Value investors have been forced to endure a prolonged period of underperformance, as extreme market dislocations caused by central bank policies have boosted the appeal of growth counterparts.
GSAM's Andrew Wilson, EMEA CEO and global co-head of fixed income, takes a closer look at reasons to be concerned about the US market.
Increases North America allocation
Returns "difficult to find"
Despite sluggish earnings growth, gloomy forecasts for global growth and a noticeable apathy towards equities on the part of so many investors, US equities are not looking too bad, according to JPMAM's Christian Preussner.
The S&P 500 has more than tripled since March 2009. Yet many investors have been under-represented in stocks, fearing another crash may be imminent.
Martin Flood, manager of the Lazard US Equity Concentrated fund, explains the case for US equities despite their current premium valuation levels.
The US market continues to climb higher on encouraging economic data, recovering oil prices and the Federal Reserve's cautious approach to raising interest rates, writes Franklin Templeton's Grant Bowers.
Soared to record levels earlier this month
While the US equity market generally depends on domestic US economic circumstances and usually leads global equity markets, we have just witnessed how Brexit unnerved most capital markets, despite the fact the UK economy contributes less than 4% to global...