After an unusually long bull market run lasting over eight years, it is understandably more difficult to justify investing in US equities today.
Valuations are elevated by historic standards, with a lot of positive expectations already built into earnings forecasts. Complacency is also high, if measures such as the VIX index are to be believed....
Wins contest against Jeremy Hunt
Former CEO of Sandaire Investment Office Alexandra Altinger
India and trade disputes give EM managers a lot to think about
Taking stock of the world's currencies