US equity

The US is better poised to capture emerging growth themes than Australia, which could play out again in 2026.

Did you see the front page of the AFR this weekend? I did....I'll show you.

If you want income, Aussie stocks are great. But if you want growth, there's no getting around it - they’re not so great.

Despite the volatility of markets, Claremont Global's Bob Desmond is finding opportunities and only has a 4% allocation to cash.

It's all about finding businesses that can withstand the volatility of the market, says Eileen Riley of Loomis Sayles.

If you thought 2022 was hard, 2023 has started even harder. But Shane Oliver of AMP argues the one-year view is better than it sounds.

Lazard's Chief Market Strategist argues valuations are too high and markets are too optimistic, with a recession likely in H2 2023.

CFRA's Chief Investment Strategist Sam Stovall is bullish as ever. But he also thinks equities won't have an easy first half. Find out why.

Inflation will continue in 2023 but what should an investor actually do with this knowledge? Amundi Asset Management have some tips.

Global Equity Valuations: I still find this chart fascinating, it shows US PE10 valuations hovering around what was previously the top end of the range (of the...