Near triple 2019 average
Coronavirus sparks recession predictions
The US stockmarket has been hitting new highs. It is election year, so investors are often looking on the bright side.
The GLG US Absolute Alpha Stratey UCITS fund
Last year's contraction of manufacturing and industrial output was the third of the current economic cycle, influenced by dollar strength, the trade war, and the impact of strikes at General Motors and the grounding of the Boeing 737 Max.
Managed by Stephen Mortimer
Fixed income and ESG strategies
Commodities reverse outflows
Assets fall to unsustainable levels
Senior fund managers and economists discuss biggest headwinds and tailwinds
Muted equity returns to define the 2020s
Six managers give their views
Tackling 'fake news'
North American equity markets have rewarded investors in 2019 and are at or near all-time highs.
In partnership with Cullen Capital Management
What sets companies on both sides of the Atlantic apart?
European ETF industry AUM climbs to €795.5bn
Investment team led by portfolio manager Robert Marren
Look ahead to the next three months
Alignment of manager necessary to gain trust
Which product is worthy of the yellow jersey?
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.
There are several signs the US equity market is bifurcating, with pockets of overvaluation and undervaluation becoming extreme.