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...
Defensive positioning urged following latest Trump tariffs
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.
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.