US Equities

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

Bone fide free trade has already disappeared

Recession 'not on the horizon in the next year', manager argues

US equities began 2019 with a welcome respite, reversing course from their downward spiral in December 2018.

'A different view on cash'

Impact of political turmoil and Brexit

Equities exposure drops to average of 43.2%

Guide to equity universe

Since the downturn at the close of 2018, US equities have rebounded with smaller caps up over 16% and outpacing the returns of large caps.