Investment team led by portfolio manager Robert Marren
Views on US equities seem to neatly fall into two camps.
US 30-year Treasury plunges to record low
One of the most talked about subjects in the investment world is the US market – obsession with the President's Twitter account, and the realisation that far too many investors have shifted from being long-term investors in quality underlying fundamentals...
Look ahead to the next three months
Defensive positioning urged following latest Trump tariffs
The most resilient companies examined
Is Fed losing its independence?
Which product is worthy of the yellow jersey?
A bull market in US equities that has run for more than a decade, and generally low volatility over the years, may give investors the impression the ride will never end.
Market-neutral product to launch soon
Build on US experience on investing, manager argues
There are several signs the US equity market is bifurcating, with pockets of overvaluation and undervaluation becoming extreme.
The current bull market in US equities began in March 2009. The decade that followed has seen US equities rally by 300%. The early years were dominated by concerns about fiscal and monetary policy on the one hand, and the sub-par growth on the other....
US markets have roared back since the brief sell-off last year, with the current surge a whisker off all-time highs. This ebullience is surprising when one considers the maelstrom of negative developments that have bombarded the market over recent months....
'Markets will need to get used to this'
Effective 1 July
Targeting intermediary market
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.