US

Tax cuts boosting earnings

In recent months we have been buying 0-5 year US inflation-linked bonds (TIPS) as a defensive move to get exposure to the US dollar, writes MitonOptimal's Peter Geikie-Cobb.

Second instalment of series

'Increased level of fear and uncertainty'

Impact on decision-making

Tax cuts to benefit US small caps

Concerns over privacy scandal

Potential US dollar impact examined

Opportunities in unlisted companies

Potential for significant losses in parts of the market