Healthcare equities: Healthier prospects in...
Healthcare equities – especially in the US, by far the largest market – look set for a strong recovery in…
10/04/26
US
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Podcast
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Article
View from the Markets: The...
By Daniel Morris, Chief Market Strategist Equity markets continue to swing in reaction to US President Donald Trump’s latest social…
02/04/26
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Article
Finding opportunities in US high-yield...
KEY POINTS: The US high yield bond market delivered an 8.5% return in 2025, with coupon income contributing roughly 7%…
26/03/26
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Article
Diversifying US equity exposures through...
Investing in US companies with a small market capitalisation can provide distinct benefits over exposure to large and mid-caps: small…
04/03/26
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Article
US high-yield: Embracing credit divergence,...
The US high-yield bond market has moved up in quality. We believe healthy fundamental and technical factors in 2026 will…
16/02/26
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Video
What’s the outlook for US...
Growth forecasts for 2026 are generally being revised up for US companies as the benefits of deregulation and fiscal measures…
06/02/26