North America

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...

The 40-year bull market ended over a year ago

Investors unwilling to reduce exposure

As equity valuations appear ever more stretched, and with rate rises in the US imminent and geopolitical concerns increasingly in focus, one hedge fund strategy in particular stands out as compelling.

The mega-cap FAANG (Facebook, Apple, Amazon, Netflix and Google/Alphabet) stocks seem to be gathering strength and competitive dominance as they grow in size.

Building foundations for growth

Down against almost every major and emerging market currency year-to-date, the US dollar is having a torrid 2017 so far, writes Arif Husain, head of international fixed income at T. Rowe Price.