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.
Dovish shift in Fed policy as economic data deteriorates
Bone fide free trade has already disappeared
Recession 'not on the horizon in the next year', manager argues
US equities began 2019 with a welcome respite, reversing course from their downward spiral in December 2018.
'A different view on cash'
Impact of political turmoil and Brexit
Equities exposure drops to average of 43.2%
Guide to equity universe