North America

The US stockmarket, riding high on the Donald Trump administration's expansionary fiscal policy, is now in the longest bull run in history, surpassing the previous record that was set between October 1990 and the bursting of the tech bubble in March 2000....

Trade war tensions a distraction

Inflows of €17.7bn

The Bigger Picture on fund selection

Despite being considered expensive by some investors, the US equity market remains, for seasoned stockpickers, one of the most interesting places in the world to invest.

While many managers have been fighting the trend, it is difficult to ignore the continued outperformance of the US.

Where to find good value across the pond

Study by Robeco

Explaining the strength of the dollar

Assessing central banks since Lehmans' collapse