US equity

As interest rates have fallen globally, first in response to economic and market conditions post the GFC and more recently due to the COVID-19 pandemic, returns from...

How much do elections impact the stock market and portfolio returns? Should elections even matter to long-term investors in the first place? These are the questions...

Driven by what has been often characterised as the Fourth Industrial Revolution, the technology sector has led global equity markets in recent years as the powerful...

Names like George Soros, Howard Marks and Ashok Jacob are recognisable to most investors. Mary Manning has the unique experience of working inside the investment...

A relaxation of lockdowns and substantial support from policymakers have elicited an impressive and co-ordinated rebound across global economies. But, while this has...

The latest round of earnings are set to pour through, with the US banks on the radar of funds and analysts in the week ahead. Across the S&P 500, earnings are...

Last week we touched briefly on a couple of Aussie defence stocks and how global defence industry spending generally does not wane even during economic slowdowns. This...

The BlackRock Investment Institute (BII) said it now sees trade and geopolitical frictions as the principal driver of the global economy and markets, and as a result...

After starting 2019 with a decisively risk-on view in equities, global asset manager Aviva Investors has scaled back its preference for the asset class and taken its...

The US equity bull market has just turned the ripe old age of ten. In market years, this is considered old-age. In fact, this bull market is the oldest on record using...

February offers insights on companies and economies around the world, including the US and China, which are of particular interest this time around. This years’...

In my last blog, I provided an overview of Vega Capital’s model for identifying and pre-empting recessions in the United States. Last Thursday (at WeWorks Martin...

We sat down with Simon Doyle, Head of Fixed Income & Multi-Asset at Schroders Australia, and asked him how he would allocate a million dollars today. In his responses...

US equities have led the recent correction in global equities. We have been swinging around on Twitter headlines with index futures traders deciding the short-term...

The Nasdaq Composite index has completed a technical top formation / closed below key support which has generated a technical sell signal. The index technical outlook...