Federal Reserve
The star-spangled challenge: Equity investors split on US as indices hit all-time high
Easing trade tensions and growing corporate earnings behind improved metrics
How investment managers should respond to new risk challenges
Looking beyond trade wars and Brexit
'Big Short' Steve Eisman: Why every sector has its own 'mafia'
Manager on the forces behind the scenes that determine markets
RWC launches Diversified Returns fund for new investment team
Mirrors strategy offered since 2017
Volatility will continue to weigh on US markets
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.
'No guts!': Fed disappoints Trump with 25bps rate cut
Seven of ten FOMC members vote for small cut
The true dangers of modern monetary theory
What happens when inflation risk increases?
An interesting conundrum for asset allocators
Need for diverse portfolio return drivers
The Big Question: What tools do central banks have at their disposal during the next recession?
The policies and programmes that could protect a worldwide plunge
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.
