US equity

Under the pressure of rising interest rates, misses on earnings expectations and very full valuations, the Nasdaq closed at its 2022 low earlier this week. So have...

The start of 2022 has seen the most unexpected black swan of all emerge – a war in eastern Europe. The Russian invasion singlehandedly pushed crude oil prices to...

The Weekly S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is to add extra color and...

Livewire's Meg Kerr recently covered Pinnacle Investment Management's Global Equities Forum. In this wire, you'll find out why Antipodes and Spheria believe now is the...

Growth is slowing, inflation pressures are building, but for companies with proven pricing power that also benefit from growth trends, inflation is nothing to fear. In...

The rally in value stocks has faltered after hawkish comments from the Federal Reserve (Fed) about the pace of interest rate hikes. But prospects for US economic...

Our team were chatting recently about the amount of change in markets and economies over the last 12 months or so, and some of the weight of numbers that keep building...

Key former policy-makers and academics have raised concerns about US inflation risks stemming from an unprecedented peacetime stimulus delivered as the economy is...

One year after the COVID crash, stock markets have moved from extreme fear to euphoria. In the March quarter, excitement reached new heights as defensive assets such...

US equities are extremely expensive according to long-term valuation measures such as the cyclically-adjusted PE (CAPE) ratio. The CAPE ratio for the S&P500 is...