US
Economics
The US economy added 321,000 jobs last month, a figure well above the 230,000 rise that had been forecast and one which will bring forward expectations of a US rate hike.
05 December 2014
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Equities
Equity valuations have been distorted by asset price inflation following QE, and the market is awash with the evidence, says BBH's Regina Lombardi.
04 December 2014
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Investment
Poor road infrastructure and a shortage of haulage vehicles is holding back the US recovery. However, growth in other modes of transport has proved a profitable play for some investors, explains WHEB's Edward Franks.
04 December 2014
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Investment
US equity markets have been volatile in 2014, but investors have over-reacted to the downside, says Joel Mittelman from the Boston Company Asset Management.
03 December 2014
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2 min read
Equities
October's sell-off contributed to bringing the valuation of the FTSE All-Share down to below historical levels. Tineke Frikkee, manager of Smith & Williamson's UK Equity Income trust, highlights stocks that still look attractive
02 December 2014
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3 min read
Emerging markets
The ‘exploitable anomalies’ revealed by political uncertainty
26 November 2014
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4 min read
Investment
Wage inflation has been considered the missing piece in the US economic recovery. But waiting for wage rises before raising rates will be a grave policy error, argues Toby Thompson from Brooks Macdonald Funds.
26 November 2014
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