Latter stages of the cycle
Threat of policy mistake
IG names its top picks
Manager Patrick Close has left the firm
Seen a lull in inflation
US bank stocks rally to post-crisis high
Inflows of €4.9bn
Companies with high growth are worth higher price tag
Moving more defensive
Excess returns expected for US stocks
Wells Fargo's Garth Nisbet
Replacing BNY Mellon
Unwin to continue running Global Technology fund
Aviva Investors' Thom Forsha
Trump became President, tech stocks soared
On 14 June, the Federal Reserve raised short-term rates by another 25bps from 1% to 1.25%, despite fairly weak inflation figures.
Risk of deflation, not inflation
Plans to begin balance sheet normalisation
Friendlier regulatory environment expected
Despite scepticism about some of US President Trump's high-profile plans, there remain some areas of growth and opportunity, says Jim Wright, manager of the Miton Global Infrastructure Income fund.
Retail and autos particularly affected
Excited about China's prospects
Markets rebound despite talk of impeachment in Brazil and the US
US equities have been very much the place to be in the past ten years. They have been a supremely performing asset class, driving the outperformance of developed markets.