Buying opportunities in global stocks
The US economy is on its way to experiencing the longest growth cycle in history. The Federal Reserve has raised interest rates eight times since December 2015 in an effort to normalise monetary policy, and this has fuelled the debate about when the cycle...
De-risks in favour of US Treasuries
US Fed chairman, Jerome Powell, recently described the conventional approach to setting US interest rates as "navigating by the stars".
Over the past few months, we have become more positive on US Treasuries.
After an unusually calm 2017, we have seen volatility return to equities across the globe, with many markets seeing growth moderate.
Concerns raised over Fed tightening and US market slump