US

During 2017, investors enjoyed several positive surprises.

IA Global sector bestselling

Global and Asia funds among list

Trade war impact

Evolution of the current business cycle a boon

US becoming insular

Over the past quarter, infrastructure globally has endured some highs and lows, with the US, in particular, surging ahead and buoyed by strong economic growth while Europe has faced a series of challenges.

This has been the longest bull market on record. This late in the business cycle, we believe it is worth focusing in particular on the merits of investing in US defence stocks.

Protect your investments or do nothing?

Concerns about corporate and economic growth