Federal Reserve

A strong dollar tends to foreshadow bad tidings in the global economy. From high yield, to emerging markets and even US interest rates, no corner may be spared the effects.

Veteran US bond manager Bill Eigen said he has never been so nervous about fixed income markets during his entire career, which spans more than three decades.

US equity markets have been volatile in 2014, but investors have over-reacted to the downside, says Joel Mittelman from the Boston Company Asset Management.

Wage inflation has been considered the missing piece in the US economic recovery. But waiting for wage rises before raising rates will be a grave policy error, argues Toby Thompson from Brooks Macdonald Funds.

F&C’s Niven: ‘Investors are going to have to work harder to find attractive growth’

Tom Walker and Hugo Machin, managers of the Schroder Global Real Estate Investment Trust, explain how the need for liquidity is changing how, and where, funds invest in the property sector.

The managers of the Threadneedle American fund are positioning for coming volatility through selective positioning in financials.

The US economy added 214,000 jobs last month, less than forecast by economists but widely viewed as a sign of a continuing recovery.

Where has all the inflation gone?

Will US midterm elections offer a boost to equity markets?