The current bull market in US equities began in March 2009. The decade that followed has seen US equities rally by 300%. The early years were dominated by concerns about fiscal and monetary policy on the one hand, and the sub-par growth on the other....
Liontrust UK Micro Cap pushed into second place
Which funds stole the show?
Effective end of June
Cutting costs - and political legacies - dominating the US
Global macroeconomic indicators have undoubtedly become softer, as the US nears full employment and Europe's manufacturing sector continues to suffer from the effects of weaker trade with China.
And which are the laggards?
Fears of a full-blown trade war and slowing economic growth appear at odds with the progress being made by companies around the world.
Mumford gets co-manager
'Markets will need to get used to this'
Beginning of trade wars could trigger a strong headwind
Concentrated portfolio of 75 to 100 positions worldwide
Going against the grain
US equities began 2019 with a welcome respite, reversing course from their downward spiral in December 2018.
'A different view on cash'
Experts fear 'tit-for-tat tariffs' could spark financial slump
Markets continue to climb the proverbial wall of worry and the S&P 500 index was back into record-setting mode in April.
In praise of the 'outsiders'
Headwinds expected into Q2
Political risks front and centre of economist's speech
Rethink of asset allocation decisions needed
Hopeful of revival amid geopolitical risks
Having spoken to numerous market participants, we discern a number of areas of current concern.