US

The US retail sector is struggling. This may seem strange, given the US economy is strengthening and consumer confidence is rising.

US equities have been very much the place to be in the past ten years. They have been a supremely performing asset class, driving the outperformance of developed markets.

Trump favours her low rate policy

'Bark worse than his bite'

Do not focus on short term

Managers from Investment Week's US Market Focus discuss the drivers and risks for the asset class.

Davan Byrne, fund manager at Davy Asset Management, outlines the factors he believes are contributing to the lowest market volatility levels in two decades.

Lyxor's Head of ETF strategy, Adam Laird, recently did a series of interviews with Investment Week editor Lawrence Gosling, focusing on President Donald Trump, US equity and the outlook for investors.

When will the global economic party get going?

Over the past year, global bond markets have been buffeted by a storm of political and macro headlines: the pace and timing of US Federal Reserve rate hikes; Brexit; China slowdown concerns; Italian referendum; oil markets and key elections in Europe...