North America

US

Manulife's Sandy Sanders on the sectors that will lead the US

Tax cuts boosting earnings

30 May 2018 • 2 min read

US

Geikie-Cobb: Why now is the time to buy US Treasuries

In recent months we have been buying 0-5 year US inflation-linked bonds (TIPS) as a defensive move to get exposure to the US dollar, writes MitonOptimal's Peter Geikie-Cobb.

23 May 2018 • 2 min read

Funds

Fundsmith retains most popular spot in FoFs in SharingAlpha's April list

SharingAlpha has revealed the top-rated funds by its fund selector users as at the end of April, with Terry Smith's £14.7bn Fundsmith Equity fund still the most popular in fund-of-funds portfolios.

22 May 2018 • 1 min read

US

The Big Question Part II: Is President Donald Trump a market menace - or a welcome disruptor?

Second instalment of series

22 May 2018 • 11 min read

US

Prospects of a global trade war are overshadowing the good news in the US

'Increased level of fear and uncertainty'

22 May 2018 • 2 min read

Investment

Forget the FANGs: Looking beyond the disruption hype

Sentiment trumping reality

17 May 2018 • 4 min read

US

The Big Question Part 1: Is President Donald Trump a market menace - or a welcome disruptor?

Impact on decision-making

17 May 2018 • 13 min read

US

Miton's Ford: Small caps often struggle in late stage of cycle

Tax cuts to benefit US small caps

16 May 2018 • 2 min read

Emerging markets

'US dollar has crossed the Rubicon': Fund managers remain bullish about prospects in emerging markets despite greenback rally

Dollar strength to continue

15 May 2018 • 6 min read

US

Why investors need to be careful as the buck bounces back

Potential US dollar impact examined

11 May 2018 • 1 min read