US Equities

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

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