US Equities

North American equity markets have rewarded investors in 2019 and are at or near all-time highs.

In partnership with Cullen Capital Management

What sets companies on both sides of the Atlantic apart?

European ETF industry AUM climbs to €795.5bn

Investment team led by portfolio manager Robert Marren

Alignment of manager necessary to gain trust

Which product is worthy of the yellow jersey?

A bull market in US equities that has run for more than a decade, and generally low volatility over the years, may give investors the impression the ride will never end.

There are several signs the US equity market is bifurcating, with pockets of overvaluation and undervaluation becoming extreme.

Dovish shift in Fed policy as economic data deteriorates