Followers of the market know that as of May 2018, the current economic cycle is now the second longest in US history having just matched that of the March 1991 - December 1969 recovery that lasted 106 months.
Most market prognosticators argue we are late cycle and debate what 'inning' we are in or whether it is time to consider if a bear market is imminent. For our part, we are focused on bottom-up fundamentals...
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Why the traditional approach of combining bonds and equities is not the best way to improve risk-adjusted returns
Partner Insight: The way in which bonds have been so successfully combined with equities in the past 35 years has been contingent on them delivering high returns in periods of equity market stress. Yet in half of the 20-year periods over the past 120...