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
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
Technological disruption a theme to watch, manager argues