Following another year in which U.S. growth stocks have extended their unusual cycle of outperformance over U.S. value stocks in terms of both duration and magnitude, investors may be wondering if something has radically changed. Historically, over long...
US labour market key to recovery following Covid-19 impact
Last Monday, for the first time in its history, the US Federal Reserve announced a liquidity programme that includes buying corporate debt.
Investors look to US lockdown measures
Since the end of the global financial crisis, more than a decade ago, growth stocks have significantly outperformed their value stock counterparts. Given the dominance of growth stocks over this extended period, many investors now believe that value is...
The end of the US bull run
The rise of renewable energy is transforming the utilities industry
Coronavirus sparks recession predictions
The US stockmarket has been hitting new highs. It is election year, so investors are often looking on the bright side.
The GLG US Absolute Alpha Stratey UCITS fund
Last year's contraction of manufacturing and industrial output was the third of the current economic cycle, influenced by dollar strength, the trade war, and the impact of strikes at General Motors and the grounding of the Boeing 737 Max.
Regardless of your home country, there are only a handful of words across the globe that can elicit a visceral response when spoken among polite company.
Managed by Stephen Mortimer
Low probability of US 2020 recession
Identifying resilient themes
In the US, one exciting opportunity is in sustainable packaging, where volumes are moving meaningfully toward aluminium, which is infinitely recyclable and should have a lower overall life cycle impact compared to plastic.
$12trn of global bonds trading with sub-zero yields
'Train is not going off the tracks'
The most popular phrase of last year revealed
Oil and gas stocks rise amid escalating tensions
Senior fund managers and economists discuss biggest headwinds and tailwinds
Muted equity returns to define the 2020s
Focus on 'fundamental change' in health industry