Will Bartleet: US earnings growth is not a given
In Q4 2024, the S&P500 outperformed the rest of the world by…
Investors believe private equity is overvalued
Almost half (49%) of institutional investors consider private equity to be overvalued,…
2
Fears of US recession sees stock markets fall
Stock markets around the world have experienced sizeable falls due to fears…
4
Chancellor ‘should have unveiled American Isa’ instead
The British Isa “will not do anyone any good” and the chancellor…
1
Equity markets in for ‘choppy ride’ in 2024
Equity markets will experience a “choppy ride” in 2024 as the higher…
BMO: Revisiting the US
Covid-19 put many fund research trips on a lengthy hiatus, with a…
Trevor Greetham: A year for rotation rather than appreciation
How an upcoming year of shifts in central bank policy could influence…
1
Sarasin’s Thomas: Reality beckons for equity investors
With 68 all-time highs being recorded in the US market in 2021,…
Morningstar: Looking closer at a historic year for the US
The US equity market recorded a historic rise in 2021 with growth…
Can markets cope with a Federal Reserve playing catch up?
A disconnect is appearing between recovering markets and the pandemic-focused Fed, putting…
Graham Bentley: Talking the talk vs walking the walk
Investment managers may talk a good game, but unearthing those who are…
John Chatfeild-Roberts: Biden’s hobbled policy nag
President Joe Biden’s promises of going ‘big’ and repairing the global superpower’s…
