Us
Polar Capital's Nøddekær: Trade wars will allow Asia to 'step out on its own'
US becoming insular
Do the upcoming US mid-terms present an opportunity for US defence stocks?
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.
US v UK utilities: Which are better value?
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.
Trade wars - should you pick a side?
Protect your investments or do nothing?
US equity sell-off wipes out 2018 gains as Nasdaq suffers correction
Concerns about corporate and economic growth
Why the bull market still has further to run
After an unusually calm 2017, we have seen volatility return to equities across the globe, with many markets seeing growth moderate.
Invesco to buy OppenheimerFunds from MassMutual in $5.7bn deal
Adding $246bn in AUM
What are the right questions to ask management teams?
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.
Washington is reeling - Can the US overcome Trump risk, trade war and mid-terms concerns?
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
Carmignac's Saint-Georges: A reversal of US fortunes could be 'brutal' for investors
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....
Traditional equity trusts enjoy resurgence in 2018 but alternatives retain their allure
Twelve trusts launched so far this year
IMF: Trade war escalation could trigger global financial crisis
Complacent investors
European populism won't burn out - but is democracy dead?
Geopolitical impact on global markets
What could prompt a risk-off environment?
The US Treasury market has traded within its narrowest range for 40 years.
Prepare for 'strange' occurrences as liquidity concerns overlooked
Trade war tensions a distraction
What will be the impact of the ECB unwinding QE on bond markets?
Two scenarios outlined
JPMAM launches first active equity ETF range
ESG built into decision making
Trade war and Italian budget won't derail rosy outlook
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.
US bull run shows no signs of stopping
While many managers have been fighting the trend, it is difficult to ignore the continued outperformance of the US.
Will artificial intelligence be a driver of US returns?
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.
The best opportunity sets in US equities
Where to find good value across the pond
Fed raises rates for third time this year amid strong US growth
One more in 2018
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