North America

Overweight healthcare equipment

In the US, the consumer is king; spending is at its strongest in four-and-a half years, retail sales are up, jobs and productivity figures are steady and wage growth continues.

Market drivers becoming harder to predict

The US political landscape remains deeply divided as Republicans and Democrats gear up for next year's Presidential election.

Fund seeded with $25m in September

Safe‑haven status of the dollar remains intact

Range will be rolled out over next six months

Bitcoin addresses now in US sanctions lists

Taking subordination risk in investment grade companies

How history can provide answers to today's tariff stand-off