tax reform
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
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...
19 October 2017
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2 min read
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
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2 min read
