North America
US equity investors are too bullish and bond investors too bearish
Market signals pose 'dilemma' for investors
The inversion of the yield curve: Still a reliable indicator of recession?
Knee-jerk reactions could become self-fulfilling
How low can US bond yields fall?
Negative yields unlikely
Neuberger Berman CIO: How Q2 has changed our outlook
Look ahead to the next three months
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
Tour de France 2019: The funds winning the race
Which product is worthy of the yellow jersey?
Deteriorating fundamentals are weighing on EMs
We are seeing a new bout of deterioration in fundamentals, with earnings revisions worsening and PMIs back on a declining path across emerging markets (EM).
How to invest in a market 'driven by expectation'
Part of the June equity market rally was driven by growing investor expectation of a July rate cut in the US, which we believe is overdone.
How much further can the US bull market run?
A bull market in US equities that has run for more than a decade, and generally low volatility over the years, may give investors the impression the ride will never end.
Sanlam preps US absolute return fund with value approach
Market-neutral product to launch soon
Reaves CEO: Look beyond UK headwinds in utilities
Build on US experience on investing, manager argues
Why SMIDs valuations stand out in a bifurcating US market
There are several signs the US equity market is bifurcating, with pockets of overvaluation and undervaluation becoming extreme.
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.
Will US equity bull market continue?
The current bull market in US equities began in March 2009. The decade that followed has seen US equities rally by 300%. The early years were dominated by concerns about fiscal and monetary policy on the one hand, and the sub-par growth on the other....
M&G makes trio of manager changes
Richard Halle to take charge
Revealed: Winners of the 2019 Fund Manager of the Year Awards
Which funds stole the show?
Healthcare: The 'contentious' global issue yielding attractive opportunities
Cutting costs - and political legacies - dominating the US
Which funds and sectors performed best in H1?
And which are the laggards?
M&G's Rhodes: 'Expensive' US market offers plenty of cheap stock opportunities
Fears of a full-blown trade war and slowing economic growth appear at odds with the progress being made by companies around the world.
Andrew Neil: Cold war will be the new normal of the 2020s
'Markets will need to get used to this'
Artemis' Ennett and Baines gears up for short-dated high yield fund launch
Concentrated portfolio of 75 to 100 positions worldwide
The global risks influencing the US
Central banks in tight position in case of downturn
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