There are several signs the US equity market is bifurcating, with pockets of overvaluation and undervaluation becoming extreme.

The stockmarket has been challenging for value investors over the last few years and this May was particularly difficult.

Developments in healthcare provision and technology

Trade tensions with US dragging growth

Average rate hit nearly 1.5% in May

Clouds of Brexit and trade wars still hang over investors

Adopting behavioural finance approach

India and trade disputes give EM managers a lot to think about

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Technological disruption a theme to watch, manager argues