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.
US infrastructure investment at a 70-year low
US Fed chairman, Jerome Powell, recently described the conventional approach to setting US interest rates as "navigating by the stars".
Latest IA figures reveal positive turn
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.
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.
Protect your investments or do nothing?
Concerns about corporate and economic growth
After an unusually calm 2017, we have seen volatility return to equities across the globe, with many markets seeing growth moderate.
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.
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
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....
Trade war tensions a distraction
The Bigger Picture on fund selection
While many managers have been fighting the trend, it is difficult to ignore the continued outperformance of the US.
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.
Where to find good value across the pond
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
Four-part Big Question special
The North American Free Trade Agreement (NAFTA) governs the trading relationship between the US, Canada and Mexico.