US markets have roared back since the brief sell-off last year, with the current surge a whisker off all-time highs. This ebullience is surprising when one considers the maelstrom of negative developments that have bombarded the market over recent months.
Many macroeconomic indicators suggest that moderating economic growth is set to continue: freight activity, PMIs, retailer's same-store-sales, capital spending, semiconductor sales, oil demand and restaurant...
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Global economic cycle is among the longest in history
Fixed income manager takes a more cautious approach
Duff & Phelps IM selected for real estate vehicle