us equities

The respected chief market strategist on where he sees the global winners and losers and why investors need to expect more volatility.

US inflation is rising, and pressure is on to cut rates. It looks like we are moving back to a world of financial repression in the US.

The macro veteran on the end of US exceptionalism, Australia is the “stagnation nation”, and the one country offering big upside right now

Fundamentals and hard data count for little in this emotionally-charged market.

Trade wars, deficits and AI mean finding the best quality companies is more important than ever

Long live the US stock market - a story in charts

With equities on the bounce, we get a temperature check on where the opportunities are now or if this is simply a false dawn.

Heading into 2025, U.S. exceptionalism remained a dominant theme. But tech sector struggles, downward revisions to U.S. economic growth forecasts, and Germany’s...

With a market cap of just $55M, Tecogen is solving a multi-billion-dollar problem in data centre power—positioning it for exponential upside

The correction under way in US equities has started from a point of extremely expensive valuations relative to earnings and bond yields.

A direct rebuttal to a piece from Vishal Teckchandani

A direct rebuttal to a piece from Vishal Teckchandani

Delve into key factors shaping the future of US equities in 2025 and what switched-on investors should be focusing on.

Could a rotation out of stocks into bonds be one of 2025’s surprises?

Investors enter 2025 with cautious optimism following a stellar 2024 for equities, as stretched valuations and elevated bond yields pose near-term challenges. Despite...

Donald Trump’s radical policy agenda has created some financial market uncertainty, in terms of the outlook for investment returns.

As AI reshapes the global economy, the race to power its data centers is unlocking untapped potential in energy infrastructure.

Following the crowd into a Trump Trade like Tesla will end in tears. Here are three lessons for surviving Trump's next term for investors.

Even with recession odds at 35%, JPMorgan has shifted its bias from defensive to cyclical stocks.

Schroders' Sebastian Mullins argues we should get used to higher inflation but in the meantime, these are the assets he likes.