Build on US experience on investing, manager argues
There are several signs the US equity market is bifurcating, with pockets of overvaluation and undervaluation becoming extreme.
In the first half of 2019, the uncertainty surrounding Federal Reserve policy and US-China trade negotiations affected the outlook for all asset classes including global small-cap stocks.
Global economic cycle is among the longest in history
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....
Effective end of June
Cutting costs - and political legacies - dominating the US