United States
Equities
'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.
15 November 2017
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2 min read
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
The demographic trend of the ageing of the population makes it likely that income investing will remain a primary area of focus for decades to come, writes Iman Brivanlou, managing director of high income equities at TCW.
10 November 2017
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4 min read
US
Entering 2017, we expected a stockmarket 'melt-up' to the 2,550-2,600 level on the S&P 500 - a move we thought might run into trouble by late summer.
08 November 2017
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2 min read
Asia
Markets have realised they have a new concept of risk to play with: idiotic risk. Largely unquantifiable, we see many shining examples, whether in North Korea, the White House or No 10.
01 November 2017
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2 min read
