us equity markets

Latest news and analysis on us equity markets

Macro

Beyond tariffs

Despite concessions, the trade war still entails a very large shock for the US economy.
Chris Iggo
AXA Investment Managers
Macro

It could be a tweet

Economic expansion typically sees equity multiples rise and profit margins grow.
Chris Iggo
AXA Investment Managers
Equities

Aussie equities: Great for income, only OK for growth.

Did you see the front page of the AFR this weekend? I did....I'll show you.
Sebastian Ferrando
Koda Capital
Equities

Can Aussie stocks give you the long term growth you need?

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

S&P 500 – all risk and no reward?

As a young fund manager I got an email on a Friday afternoon from the top portfolio manager at my previous firm. It was sent to the whole team and simply said ‘Hope...
Andrew Mitchell
Ophir Asset Management
Equities

Where will the S&P 500 finish 2024? Some analysts are miles apart

The divergence between the most bullish and most bearish sell-side analysts is wide - but not as wide as last year.
Hans Lee
Livewire Markets
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