North America
Miton's Ford: Are economic conditions in the US set to decelerate?
After the S&P 500 index's 10% rally from the beginning of May to the end of August in dollar terms, investors have begun to question whether further gains are possible by year end.
What do the US midterms mean for infrastructure?
US infrastructure investment at a 70-year low
Will the Fed soften its rate hike path?
US Fed chairman, Jerome Powell, recently described the conventional approach to setting US interest rates as "navigating by the stars".
Retail funds return to positive flows in September but UK equities 'firmly out of favour'
Latest IA figures reveal positive turn
Do the upcoming US mid-terms present an opportunity for US defence stocks?
This has been the longest bull market on record. This late in the business cycle, we believe it is worth focusing in particular on the merits of investing in US defence stocks.
US v UK utilities: Which are better value?
Over the past quarter, infrastructure globally has endured some highs and lows, with the US, in particular, surging ahead and buoyed by strong economic growth while Europe has faced a series of challenges.
Trade wars - should you pick a side?
Protect your investments or do nothing?
US equity sell-off wipes out 2018 gains as Nasdaq suffers correction
Concerns about corporate and economic growth
Why the bull market still has further to run
After an unusually calm 2017, we have seen volatility return to equities across the globe, with many markets seeing growth moderate.
What are the right questions to ask management teams?
The beauty of the US small- to mid-cap (SMID) space, which ranges from budding IPOs to more well-established firms, is many companies are still under the radar.
Washington is reeling - Can the US overcome Trump risk, trade war and mid-terms concerns?
A litany of problems on Capitol Hill
'This time may be different': Investors urged not to ignore warning signs from 'gut-churning' market sell-off
Concerns raised over Fed tightening and US market slump
Carmignac's Saint-Georges: A reversal of US fortunes could be 'brutal' for investors
The US stockmarket, riding high on the Donald Trump administration's expansionary fiscal policy, is now in the longest bull run in history, surpassing the previous record that was set between October 1990 and the bursting of the tech bubble in March 2000....
Prepare for 'strange' occurrences as liquidity concerns overlooked
Trade war tensions a distraction
How big is too big? Selectors' views on the giant funds in the universe
The Bigger Picture on fund selection
Will artificial intelligence be a driver of US returns?
Despite being considered expensive by some investors, the US equity market remains, for seasoned stockpickers, one of the most interesting places in the world to invest.
US bull run shows no signs of stopping
While many managers have been fighting the trend, it is difficult to ignore the continued outperformance of the US.
The best opportunity sets in US equities
Where to find good value across the pond
Has the strong US dollar reached a turning point?
Explaining the strength of the dollar
Lehmans 10th anniversary: How important has quantitative easing been to asset prices and what happens next?
Assessing central banks since Lehmans' collapse
What lessons have been learnt over the decade since Lehmans collapsed? (Part I)
Four-part Big Question special
The US has 'far less' to lose by embarking on trade war with China
The North American Free Trade Agreement (NAFTA) governs the trading relationship between the US, Canada and Mexico.
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