As equity valuations appear ever more stretched, and with rate rises in the US imminent and geopolitical concerns increasingly in focus, one hedge fund strategy in particular stands out as compelling.
The mega-cap FAANG (Facebook, Apple, Amazon, Netflix and Google/Alphabet) stocks seem to be gathering strength and competitive dominance as they grow in size.
Less than 100 days until MiFID II deadline
Building foundations for growth
US large caps saw €5bn inflows
Down against almost every major and emerging market currency year-to-date, the US dollar is having a torrid 2017 so far, writes Arif Husain, head of international fixed income at T. Rowe Price.
Yellen hopes unwinding will be like 'watching paint dry'