North America
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
US
After an unusually calm 2017, we have seen volatility return to equities across the globe, with many markets seeing growth moderate.
22 October 2018
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2 min read
US
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.
16 October 2018
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2 min read
