United States

Data 'undershoots expectations'

While the big equity market story this year is the continuing rise of the FANGs (Facebook, Amazon, Netflix and Google) and their ability to disrupt established industries, markets have been brutal towards companies in those industries that are under attack....

Leading US smaller companies

Despite remaining expensive

Amid record short positions

How long can performance last?

Views of tax raises 'overblown'

Data from TrackInsight

'When is the correction coming?' I asked some respected investors a couple of weeks ago - a question many are considering but only a few are brave enough to speak up about.

By now, the broad outlines of the case against US equities are familiar: after a long bull market, valuations look high.