North America

By now, the broad outlines of the case against US equities are familiar: after a long bull market, valuations look high.

Effective from 11 December

The demographic trend of the ageing of the population makes it likely that income investing will remain a primary area of focus for decades to come, writes Iman Brivanlou, managing director of high income equities at TCW.

Japanese ETFs haven been the winners in terms buying

Entering 2017, we expected a stockmarket 'melt-up' to the 2,550-2,600 level on the S&P 500 - a move we thought might run into trouble by late summer.

Fed is 'behind the curve'

While US stocks reached record levels over the summer months, political turbulence in the US, heightened geopolitical activity - as a result of increasing tensions with North Korea - and investor concerns about the costly impacts of Hurricane Harvey weighed...

We think there is scope for equities to keep climbing from here, and it is all down to the longevity of the business cycle, writes Luca Paolini, chief strategist at Pictet Asset Management.

Dan Kemp, chief investment officer, EMEA at Morningstar Investment Management Europe, said concerns about unattractive valuations across global asset classes and a wide range of possible return outcomes are key drivers shaping the team's current investment...

Managing director and portfolio manager of Legg Mason's $840m ClearBridge US Large Cap Growth fund Peter Bourbeau has warned the biggest US stocks could suffer significant fallout if President Donald Trump fails to pass significant tax reforms, which...