United States
US equity investors are too bullish and bond investors too bearish
Market signals pose 'dilemma' for investors
UBS WM underweight equities for first time since eurozone crisis
Shifts positioning amid trade troubles
The inversion of the yield curve: Still a reliable indicator of recession?
Knee-jerk reactions could become self-fulfilling
How low can US bond yields fall?
Negative yields unlikely
Neuberger Berman CIO: How Q2 has changed our outlook
Look ahead to the next three months
The winners and losers from the escalating US-China trade war
Which asset classes will benefit?
Which four stocks are able to withstand escalating economic risks?
The most resilient companies examined
Tour de France 2019: The funds winning the race
Which product is worthy of the yellow jersey?
Deteriorating fundamentals are weighing on EMs
We are seeing a new bout of deterioration in fundamentals, with earnings revisions worsening and PMIs back on a declining path across emerging markets (EM).
How to invest in a market 'driven by expectation'
Part of the June equity market rally was driven by growing investor expectation of a July rate cut in the US, which we believe is overdone.
How much further can the US bull market run?
A bull market in US equities that has run for more than a decade, and generally low volatility over the years, may give investors the impression the ride will never end.
Sanlam preps US absolute return fund with value approach
Market-neutral product to launch soon
Reaves CEO: Look beyond UK headwinds in utilities
Build on US experience on investing, manager argues
Why SMIDs valuations stand out in a bifurcating US market
There are several signs the US equity market is bifurcating, with pockets of overvaluation and undervaluation becoming extreme.
Trade war: What will bring an end to retaliatory tariffs?
In the first half of 2019, the uncertainty surrounding Federal Reserve policy and US-China trade negotiations affected the outlook for all asset classes including global small-cap stocks.
Will US equity bull market continue?
The current bull market in US equities began in March 2009. The decade that followed has seen US equities rally by 300%. The early years were dominated by concerns about fiscal and monetary policy on the one hand, and the sub-par growth on the other....
How long can the record US economic expansion continue?
Current US economic expansion now 121 consecutive months
Revealed: Winners of the 2019 Fund Manager of the Year Awards
Which funds stole the show?
Healthcare: The 'contentious' global issue yielding attractive opportunities
Cutting costs - and political legacies - dominating the US
Which funds and sectors performed best in H1?
And which are the laggards?
M&G's Rhodes: 'Expensive' US market offers plenty of cheap stock opportunities
Fears of a full-blown trade war and slowing economic growth appear at odds with the progress being made by companies around the world.
Andrew Neil: Cold war will be the new normal of the 2020s
'Markets will need to get used to this'
Money losing investments - guaranteed!
Beginning of trade wars could trigger a strong headwind
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