US

US stocks had a turbulent last quarter in 2018 and have been somewhat volatile since the start of this year.

Last month the US yield curve inverted, with the yield on 10-year Treasury bonds dipping beneath the yield on 3-month Treasury bills.

Impact of political turmoil and Brexit

In recent weeks, investors have fixated on the inversion of several sovereign yield curves, most notably the US Treasury curve.

Which products will rise back?

Equity markets everywhere look 'reasonably placed'

Preparing for the worst despite upbeat sentiment

Managed fund since 2017

Economic and investor implications

Believes US is best place to invest