North America

On cusp of 'radically new chapter'

Five of nine indicators signalling a recession

NZS co-founders formerly of Janus Henderson

Four factors may work as catalysts in 2020

North American equity markets have rewarded investors in 2019 and are at or near all-time highs.

US healthcare benefitting from secular tailwinds

More than 4,500 retail investors affected

Top 10% hold 70% of overall US wealth

Still a good case for long-duration assets

The major boost to global equity markets this year has been the 180-degree policy U-turn by the Federal Reserve, from tightening to loosening interest rates, and from quantitative tightening to the renewed provision of liquidity to financial markets....