North America

The current bull market in US equities began in March 2009. The decade that followed has seen US equities rally by 300%. The early years were dominated by concerns about fiscal and monetary policy on the one hand, and the sub-par growth on the other....

Richard Halle to take charge

Which funds stole the show?

Cutting costs - and political legacies - dominating the US

And which are the laggards?

Fears of a full-blown trade war and slowing economic growth appear at odds with the progress being made by companies around the world.

'Markets will need to get used to this'

Concentrated portfolio of 75 to 100 positions worldwide

Central banks in tight position in case of downturn

Going against the grain