US

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.