Developed economies

Tactical Asset Allocator: Macro-picture points to US sweet spot

US, UK and emerging market assets remain appealing, but the eurozone’s recent allure has waned somewhat and Russia represents a risk too far, writes Ceri Jones.

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The biggest fear for stock markets heats up

Investors' are unlikely to welcome the news that Trump is ramping up the trade war, pursuing more tariffs on Chinese goods. 

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A ‘lost decade’ for value investing: but don’t bank on a comeback

Since the start of the recovery of US stock prices in 2009, growth stocks have been the place to be.  

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For central banks, this has been a significant week

Reversing measures that have provided a tsunami of liquidity for nearly a decade is certainly unchartered territory.

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Have markets grown used to Trump’s showmanship?

Markets have remained stable following the chaotic G7 summit, says Donald Maxwell-Scott of Rowan Dartington.

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The big tech backlash – time for investors to cash out?

Facebook and Google have been engulfed by a wave of criticism, leading some to conclude that tech faces major regulatory risk. 

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Global fund managers flock to US equities, tip S&P 500 to reach 3000

With high hopes for profit and growth, investors are rotating into US equities at the expense of the eurozone.

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Investment experts are pivoting towards capital preservation mode

The recent volatility in markets looks unlikely to dissipate much this year, so our multi-managers are rather inclined to seek out safer investment options.

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Past the peak?

Mike Bell, global market strategist at JPMorgan Asset Management takes a look at whether we are past the peak of both economic growth and equity performance. 

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