Key data stronger, but markets unconvinced
Ultra-low interest rates are not going away
Our new Theresa May-led Conservative government seems to be engaged in a classic example of kitchen sink revisionism, steadily ditching a whole series of commitments made by its predecessor.
The S&P 500 has more than tripled since March 2009. Yet many investors have been under-represented in stocks, fearing another crash may be imminent.
Martin Flood, manager of the Lazard US Equity Concentrated fund, explains the case for US equities despite their current premium valuation levels.
Best ideas from host countries since 1980
The US market continues to climb higher on encouraging economic data, recovering oil prices and the Federal Reserve's cautious approach to raising interest rates, writes Franklin Templeton's Grant Bowers.
Rates to stay between 0.25%-0.5%
Markus Schomer, chief economist at PineBridge Investments, explains why he is forecasting stronger growth in the next two years as three shocks that hit the global economy in the past 18 months fade away.