North America
US
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.
11 October 2017
•
2 min read
US
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.
11 October 2017
•
2 min read
US
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.
25 September 2017
•
3 min read
US
BMO Global Asset Management co-heads of multi-manager Gary Potter and Rob Burdett recently travelled to the US to get an on-the-ground view behind the headlines. Here, they explain why investors write off the US equity market at their peril.
06 September 2017
•
4 min read
