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....
Raising awareness: Mental Health Week
"Bonds are boring," so the adage goes. This statement has never been less true when we look at markets today.
It has been a challenging year for emerging markets (EMs).
The US Treasury market has traded within its narrowest range for 40 years.
With 55% of FTSE 100 dividends forecast to come from just ten companies in 2018, it is not surprising many UK equity income strategies are disproportionately invested in a relatively small number of large-cap stocks.
Emerging markets (EM) have endured a tricky spell this year as the impact of US trade policy changes and slightly weaker earnings than expected rocked the sector.
Negative sentiment towards UK equities is here to stay, yet the recent market weakness has created some relief for mid-cap stocks: FTSE 250 price to earnings are now closer to the lows of June 2016, despite maintaining a free cashflow margin of 7.44%,...
Europe appears to be in the twilight of the mid-cycle, with economic growth setting at a solid, sustainable pace.
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.