Federal Reserve
US equity investors are too bullish and bond investors too bearish
Market signals pose 'dilemma' for investors
Trailblazer Awards 2019: Q&A with Andrew Gilbert
Recognising the next generation of influential UK investors
The winners and losers from the escalating US-China trade war
Which asset classes will benefit?
Which four stocks are able to withstand escalating economic risks?
The most resilient companies examined
First Fed rate cut since 2008 fails to ignite markets
Is Fed losing its independence?
Why investors need to 'strap in' and brace for recession
Warning signs in US data
Trade war: What will bring an end to retaliatory tariffs?
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.
How long can the record US economic expansion continue?
Current US economic expansion now 121 consecutive months
What is driving 'extreme price swings' in equity markets?
US equities began 2019 with a welcome respite, reversing course from their downward spiral in December 2018.
St Louis Fed president: Rate cut may happen soon
Trade, inflation, slow growth and yield curve to blame
Volatility: More than a spring squall?
Headwinds expected into Q2
Fixed income investing in a changing market
Rethink of asset allocation decisions needed
Navigating risk through late-cycle squalls
Market correction becoming more inevitable
Does the Fed need to become more dovish?
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.
Fund buyers keep faith in active management amid volatility
Maintaining portfolio weightings
How are investors satisfying their need for yield?
Bond investors spent most of last year transitioning towards a more fundamentally driven approach to selecting assets.
Why US investors should look at the laggards in their portfolios
US stocks had a turbulent last quarter in 2018 and have been somewhat volatile since the start of this year.
Partner Insight: S&W's Wells: The macro backdrop is not supportive of rate hikes
Managed fund since 2017
Nomura's Hodges favours risk assets as tensions remain
US/China and Brexit behind selected calls
Bond outlook: Markets don't die of old age
Credit fundamentals are stable
Three reasons to be bearish in 2019
At the start of 2019 there were three main reasons to be bearish.
When and how will the next rate rise be delivered?
The most significant consideration for all investors in the US is the actions of its Federal Reserve.
Investment Conundrums: Fulcrum AM CIO Shaikh eyes climbing recession risk amid slowing growth
Dovish Fed contributing to forecast
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