In recent weeks, investors have fixated on the inversion of several sovereign yield curves, most notably the US Treasury curve.
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.