The Federal Reserve continues to act in the belief that the US economy is in the midst of a normal cycle, writes Seilern IM CIO Raphael Pitoun.
The Federal Open Market Committee remains in a tightening mode having increased the federal funds rate from 1% to 1.25% as the job market approaches its full potential. This might prove to be a mistake....
Biggest monthly fall in sentiment since 2013
Alliance Trust Savings tops lists
Letter to CEOs
Plans to dominate asset management coverage of the shares
Fidelity's Jeremy Podger reviews the areas that have led global equities in recent times. He assesses whether these trends are showing signs of fading and looks back at past "mega-trends" for an insight into what could happen next.