North America
US
While the big equity market story this year is the continuing rise of the FANGs (Facebook, Amazon, Netflix and Google) and their ability to disrupt established industries, markets have been brutal towards companies in those industries that are under attack....
05 December 2017
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2 min read
US
By now, the broad outlines of the case against US equities are familiar: after a long bull market, valuations look high.
15 November 2017
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2 min read
US
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.
10 November 2017
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4 min read
US
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.
08 November 2017
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2 min read
