Easing trade tensions and growing corporate earnings behind improved metrics
Looking beyond trade wars and Brexit
Manager on the forces behind the scenes that determine markets
Mirrors strategy offered since 2017
In the US, the consumer is king; spending is at its strongest in four-and-a half years, retail sales are up, jobs and productivity figures are steady and wage growth continues.
Seven of ten FOMC members vote for small cut
What happens when inflation risk increases?
Need for diverse portfolio return drivers
The policies and programmes that could protect a worldwide plunge
Market signals pose 'dilemma' for investors
Recognising the next generation of influential UK investors
Which asset classes will benefit?
The most resilient companies examined
Is Fed losing its independence?
Warning signs in US data
In the first half of 2019, the uncertainty surrounding Federal Reserve policy and US-China trade negotiations affected the outlook for all asset classes including global small-cap stocks.
Current US economic expansion now 121 consecutive months
US equities began 2019 with a welcome respite, reversing course from their downward spiral in December 2018.
Trade, inflation, slow growth and yield curve to blame
Headwinds expected into Q2
Rethink of asset allocation decisions needed
Market correction becoming more inevitable
Financial markets became scared at the end of last year that the US Federal Reserve's monetary tightening could precipitate the country's economy into recession.