US becoming insular
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.
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.
Protect your investments or do nothing?
Concerns about corporate and economic growth
After an unusually calm 2017, we have seen volatility return to equities across the globe, with many markets seeing growth moderate.
Adding $246bn in AUM
The beauty of the US small- to mid-cap (SMID) space, which ranges from budding IPOs to more well-established firms, is many companies are still under the radar.
A litany of problems on Capitol Hill
'This time may be different': Investors urged not to ignore warning signs from 'gut-churning' market sell-off
Concerns raised over Fed tightening and US market slump
The US stockmarket, riding high on the Donald Trump administration's expansionary fiscal policy, is now in the longest bull run in history, surpassing the previous record that was set between October 1990 and the bursting of the tech bubble in March 2000....
Twelve trusts launched so far this year
Geopolitical impact on global markets
The US Treasury market has traded within its narrowest range for 40 years.
Trade war tensions a distraction
Two scenarios outlined
ESG built into decision making
The US economy continues to be in very good shape. This was the message delivered by the Federal Reserve Chair Jerome Powell at the end of August: he sees a robust US economy and positive momentum, expecting the strong performance to continue.
While many managers have been fighting the trend, it is difficult to ignore the continued outperformance of the US.
Despite being considered expensive by some investors, the US equity market remains, for seasoned stockpickers, one of the most interesting places in the world to invest.
Where to find good value across the pond
One more in 2018