What is the outlook for US equities as investors face possible end of bull run?

Ahead of mid-term elections

Has the longest bull market in history finally come to a grinding halt?

Ultimately, we are not overly surprised by the recent sell-off given the variety of factors that suggest US equities are stretched after this year's rally.  We believe additional catalysts that could trigger further selling include US inflation rising significantly; the Federal Reserve making a policy error and tightening too quickly; and bond rates moving higher by pricing in full employment and imported tariff inflation.  Searching for value In our view there have been far better entry points into the US market than at present and there is better value to be found elsewhere. US...