SEC concerned about ETFs contributing to volatility
GDP growth has been sluggish, so there has been a premium for companies that have improved margins in the US, expanded their business, spun off non-performing assets or segments, cut costs, etc, while still operating at a high level.
Mixed economic data from the US this year, as well as increased global risks, has led to a deferral in this year's much awaited interest rate rise, writes Fatima Luis, a portfolio manager and analyst at Mirabaud Asset Management.
Martin Flood, manager of the Lazard US Equity Concentrated fund, on why he believes US consumers can continue to drive economic growth as middle class fortunes improve.
Concerned about rise of populism
AIC Global and Global Equity Income sectors