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US election update: ETF investors must consider both the near- and long-term impact on specific exposures
Since confirmation of the Republican victory in the US Presidential Election earlier this month, markets have reacted largely as we would have expected with hig...
The view from the Core CIO Office: US economic resilience a key consideration for investors
Take Two: US economic growth slows in Q3; BoJ holds rates steady
What do you need to know?The US economy grew at an annualised rate of 2.8% in the third quarter (Q3) - according to an advance estimate - down from 3.0% in Q2...
The risk of lower US returns
Markets have largely ignored risks this year and delivered strong returns. But this has come at the expense of deteriorating valuations, especially in the US. V...
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