North America
US
There are several signs the US equity market is bifurcating, with pockets of overvaluation and undervaluation becoming extreme.
24 July 2019
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2 min read
Global
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.
22 July 2019
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2 min read
US
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....
15 July 2019
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2 min read
Equities
Fears of a full-blown trade war and slowing economic growth appear at odds with the progress being made by companies around the world.
25 June 2019
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2 min read
