There are several signs the US equity market is bifurcating, with pockets of overvaluation and undervaluation becoming extreme.
Adopting behavioural finance approach
The bigger picture on digital disruption
Finding market leaders in the NEXT economy
We are now a decade on from the Global Financial Crisis and special measures, in the form of low interest rates and other stimulus, remain in place across much of the world.
Fears of a full-blown trade war and slowing economic growth appear at odds with the progress being made by companies around the world.
Improving checks and balances to make sector thrive
The 'Europe is going Japanese' fear has driven a big re-rating and outperformance of growth stocks relative to value year to date.