North America
US
The campaign fury in the build-up to the US mid-term elections may have been a factor in 'Red October', which saw the S&P 500 take a 10% intra-month hit.
23 November 2018
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2 min read
US
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.
08 November 2018
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2 min read
US
US Fed chairman, Jerome Powell, recently described the conventional approach to setting US interest rates as "navigating by the stars".
04 November 2018
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2 min read
Specialist
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.
26 October 2018
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2 min read
US
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.
26 October 2018
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2 min read
