Central banks in tight position in case of downturn
US equities began 2019 with a welcome respite, reversing course from their downward spiral in December 2018.
'A different view on cash'
Headwinds expected into Q2
Market correction becoming more inevitable
Financial markets became scared at the end of last year that the US Federal Reserve's monetary tightening could precipitate the country's economy into recession.
From the land of the free to the land of the green?
US stocks had a turbulent last quarter in 2018 and have been somewhat volatile since the start of this year.
Impact of political turmoil and Brexit
In recent weeks, investors have fixated on the inversion of several sovereign yield curves, most notably the US Treasury curve.
Which products will rise back?
Equity markets everywhere look 'reasonably placed'
Trade relations could impact the world for years
Economic and investor implications
Believes US is best place to invest
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