Why the US economy may be stronger than you think
At a time marked by geopolitical upheaval, tariff wars, and questions around global trade structures, Jeffrey Schulze, investment strategist at ClearBridge...
As US small-caps tumble, long-term opportunities emerge
The first quarter of 2025 was a challenging one for US equities, but Francis Gannon from Royce Investment Partners, part of Franklin Templeton group of...
In 2025, it’s MAGA versus the bond vigilantes: Ruffer
The vigilantes aren’t back – yet. But the United States’ fiscal position is worse and the spectre of inflation has returned, and this time they would...
Higher-for-longer no longer, but that doesn't mean lower-for-longer is in play
Why Powell went for a double-dip on the guide rate at the world's most important reserve bank, sans the presence of a significant economic event that would...
US tech stock concentration narrative needs perspective: Claremont Global
You don't need to be a tech stock advocate to understand the importance of looking beyond the headlines and the hype, creating your own narrative based on...
Could another Trump term 'fire' inflation back up again?
A second Trump presidency would see a new era of American economic protectionism, according to Allspring, sending inflation higher and global growth lower. And...
Why 'Magnificent Seven' FOMO can be a serious NO-NO for investors
It's hard to exceed stratospheric expectations, which is the proposition investors buying into the big US tech stocks face. Hunting for lower bars to hurdle...
Yield components key to understanding US bond market machinations: Ninety One
The aggressive sell off in US bonds has prompted many to speculate that interest rates have adjusted upwards on a structural basis. But Ninety One investment...
Impending US recession provides opportunities for sage investors: Royce
Fear of an impending recession in the US has been hashed out for more than 18 months now, says Francis Gannon. The reasons are myriad, but not enough people...
US shares outperform, but analysts doubt rally will continue
True to form, US stocks are outperforming Aussie shares on the back of a resurgence in technology-related company valuations. Economists warn against straying...
Impending US recession provides opportunities for sage investors: Royce
Fear of an impending recession in the US has been hashed out for more than 18 months now, says Francis Gannon. The reasons are myriad, but not enough people...