North America

Global

How can we explain the low volatility phenomenon?

Davan Byrne, fund manager at Davy Asset Management, outlines the factors he believes are contributing to the lowest market volatility levels in two decades.

clock 15 May 2017 • 3 min read

US

'Often the greatest returns come in the final stages of the cycle'

Valuations remain high

clock 09 May 2017 • 2 min read

US

US economy in 'good shape' despite unwinding of Trump trade

Hard data lagging soft indicators

clock 03 May 2017 • 2 min read

Economics

Trump unveils 'once in a generation' tax reform plans

Cutting tax brackets from seven to three

clock 27 April 2017 • 1 min read

US

The headwinds and tailwinds for US bank stocks

US bank stocks have rallied hard since the US elections in November with the S&P bank index climbing 24% from election day.

clock 26 April 2017 • 2 min read

US

Lazard's Flood: Have US equities run ahead of 'fair value'?

Further momentum for corporate profits

clock 12 April 2017 • 2 min read

US

Waverton's Palmer: Why US market could be taking one step further in bubble direction

Failed to repeal Obamacare

clock 05 April 2017 • 2 min read

US

Why we have largely avoided REITs and utilities

Popular asset class

clock 28 March 2017 • 2 min read

US

How to play market 'melt-ups' in the US

Pullback looking likely

clock 15 March 2017 • 2 min read

US

US equities: Could we see a long cycle of value re-emergence?

Trump elected by Main St, not Wall St

clock 08 March 2017 • 2 min read
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