Industry Voice: Is the US entering wage nirvana?
More than a quarter of American states and several US cities started 2016 by raising the minimum amount employers in their jurisdictions pay workers, yet the US federal minimum wage has remained at...
View ArticleThe Boston Company Q&A Part 7
In this video, Michael Arends explains the themes within the Boston Company Opportunities Fund, and how they intend to approach the energy sector over the next few years.
View ArticleThe Boston Company Q&A Part 8
Historically, UK investors have struggled selecting the right US manager, at the right time. In the final video of the series Michael Arends outlines how he expects their strategy to perform in...
View ArticleLooking long-term, are current US macro-economic conditions advantageous to...
After coming off a period of high correlations, where statistically many stocks were mispriced, the US market may still offer plenty of attractive opportunities for the active investor. David Daglio of...
View ArticleU.S. Shale: the saviour and the scourge of the oil market
With oil prices tumbling by over 60% since mid-2014, sentiment towards oil equities is clearly negative and the sector is out of favour. While there is a high degree of uncertainty on the direction of...
View ArticleUS equities: Extended caution and chasing alpha
Stephen Moore, manager of the Artemis US Extended Alpha Fund, looks back over the first quarter of 2016 and explains how he is preparing for a difficult time ahead.
View ArticleWhere next for US equities
In this article, Cormac provides his views on the market and explains where he is finding opportunities.
View ArticleWeaker dollar lets global dividend growth shine through
Global dividends rose 2.2% to US$218.4bn in the first quarter of 2016, according to the latest Henderson Global Dividend Index (HGDI), a long-term study of global dividend trends.
View ArticleUS equity income – a shelter during stormy markets?
This web seminar discusses, why should investors be looking to the US for income?
View ArticleTime to open the other box?
Financial markets have calmed since the spring. But, with macro and earnings recoveries below par and vulnerable, central banks daren’t remove the tide of liquidity covering the sharp rocks beneath....
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