Performance fees scrapped in MiFID II simplification
Since the downturn at the close of 2018, US equities have rebounded with smaller caps up over 16% and outpacing the returns of large caps.
The most significant consideration for all investors in the US is the actions of its Federal Reserve.
After a torrid Q4 amid a global sell-off, we see plenty of reasons for sustained optimism for the rest of 2019.
Focus on digital disruption
Bear markets more common than investors think
Metal staged a comeback in Q4 2018
The state of the current market
Volatile GDP and government shutdown dominating US
An eye on tech players and artificial intelligence
As we begin 2019, there are several key risks facing global asset markets.
Spike in deals from across the pond suggests brighter future
UK equities also unpopular
Uptick in investor sentiment
The key talking points of last year
Top foreign sectors to look out for over the year
Affected by housing market
Is a recession on the horizon?
Follows internal strategic review
Tough year for active fund managers
For investors in US equities, October was a painful month. But at least we did not suffer alone - it was a brutal month for almost every asset class. Amid fear and panic selling, only gold posted a meaningfully positive return.
The campaign fury in the build-up to the US mid-term elections may have been a factor in 'Red October', which saw the S&P 500 take a 10% intra-month hit.
Week-long tour of the US
Household debt has fallen