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
Since the downturn at the close of 2018, US equities have rebounded with smaller caps up over 16% and outpacing the returns of large caps.
The most significant consideration for all investors in the US is the actions of its Federal Reserve.
The state of the current market
An eye on tech players and artificial intelligence
One of two new partners appointed by firm
Gold price hits six-month highs
Follows internal strategic review
Tough year for active fund managers
Increased by ten percentage points
Ahead of mid-term elections
Expects to raise £400m a year
Concerns about corporate and economic growth
The beauty of the US small- to mid-cap (SMID) space, which ranges from budding IPOs to more well-established firms, is many companies are still under the radar.
Managed by Darren Starr