Likely to benefit domestically-orientated companies
Russel Matthews of BlueBay Asset Management
Structural shift in sector weightings
€12bn inflows last week
At T. Rowe Price, we believe the fundamental underpinnings for equities remain positive and should support continued gains. Nevertheless, you may wish to temper your clients' expectations, as returns may be more muted and markets more volatile.
Hindered by diversification efforts
Janet Yellen's last meeting as chair
Definition of growth 'not limited'
S&P 500 and Dow Jones both down
€461m outflows in third week of January
Value stocks to outperform
Precedents of 1995-96 and 2013
Managed by Greg Tournant
On track for 33% rise
If there is one undervalued idea today, it is the idea the global economy can grow in a sustained, prosperous fashion.
Expands fund range
US stocks have had a chance to finish 2017 in style, as the economic recovery that started two years earlier received an additional boost from the much-publicised breakthrough on tax reforms.
Investors bullish on Trump tax bill
The old saying "markets like to climb a wall of worry" proved spot on in 2017, writes Russ Mould, investment director at AJ Bell.
While the big equity market story this year is the continuing rise of the FANGs (Facebook, Amazon, Netflix and Google) and their ability to disrupt established industries, markets have been brutal towards companies in those industries that are under attack....
Boost from tax reforms
Leading US smaller companies