Technological disruption a theme to watch, manager argues
Fixed income manager takes a more cautious approach
Part of Investment Week's Tax Efficiency Awards series
The bigger picture on digital disruption
Factors affecting growth
Tech giant still stands out
Exploring the effects of shake-up
More emphasis on corporate governance and responsibility
The current bull market in US equities began in March 2009. The decade that followed has seen US equities rally by 300%. The early years were dominated by concerns about fiscal and monetary policy on the one hand, and the sub-par growth on the other....
Political uncertainty causing concerns
A broader swathe of economic indicators — of the recent past, present and future — have fallen to indisputably weaker levels than at any time since the 2008 global financial crisis.
It wasn't all Brexit
The bottom has fallen out of gilt yields and high-yield credit spreads have been bouncing all over the place. The iTraxx high yield spread index hit a two-year high of 249 basis points (bps) to 310bps during the month, before rallying in early June to...
US-China trade wars have been re-invigorated with extra tariffs on Chinese products worth $200bn and threats of 25% tariff on a further $300bn. This prompted comments from President Xi Jinping, calling on the nation to embark on a new 'Long March'.
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....
Is the decade-long bull market coming to an end?
Indicators point to another increase in sub-advisory activity
The one trade to watch out for
Current US economic expansion now 121 consecutive months
Short-term share price moves warping companies' judgment
Are investors too emotional?
The best time to invest is when the market is unloved
Beckett and Saint to share responsibilities
Plenty of 'outstanding' investment opportunities to be found in US stockmarket