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The state of US opportunities
Why are cracks starting to appear in the US market and does it mean a recession is on its way? John Bailer, US equity income manager at Newton, argues this is why value investing is set for a resurgence.
A return to the 70s?
Following the fastest, most aggressive rate hikes seen in a generation, Real Return manager Andy Warwick believes we’re in for a decade of price instability, heightened geopolitical risks and volatility. But investment opportunities remain.
Our MarketEye blog
A bargaining chip for the US
Semiconductor chips are central to the global economy – and sit at the centre of a technology battle between the US and China. Where is demand highest? Find out in Marketeye.
US onshore manufacturing on the rise
The US could see a resurgence of global industrial production over the next 10 years. What does it mean for investment opportunities? Check out our latest MarketEye for more.
