US equity

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...