S&P 500

Is a recession on the horizon?

For investors in US equities, October was a painful month. But at least we did not suffer alone - it was a brutal month for almost every asset class. Amid fear and panic selling, only gold posted a meaningfully positive return.

US midterm elections led to split Congress

Ahead of mid-term elections

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.

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....

Where to find good value across the pond

Concern over impact QE ending and low yields

OCF of 0.14%