Investment news for Financial Advisers and Paraplanners - Aviva Investors: Medicine, politics and investing: Tensions abound

With the issue of healthcare likely to take centre stage in the 2020 US elections, investors will be watching closely to understand the impact of changes to the industry. more...

Investment news for Financial Advisers and Paraplanners - Invesco: US: Facing a slowdown or recession?

The dreaded R word is garnering more attention with the US Federal Reserve in dovish mode and bond markets in a state of flux following the recent inversion of the yield curve. Is the economic data ringing any alarm bells? more...

Investment News for Financial Advisers and Paraplanners - Baillie Gifford: What if China breaks away?

Should strained relations between the US and China become a full-blown rift, it could hurt global trade and stymie investors. Read this and more in the latest issue of Enlightenment, the funds magazine from Baillie Gifford. more...

Investment News for Financial Advisers and Paraplanners - Invesco: What does the inverted US yield curve tell us?

The US yield curve inverted for the first time since 2007. What is the yield curve’s success in predicting previous US recessions? Is the inversion consistent with US data? What other reasons could be causing the inversion? Fund Manager, Stuart Edwards gives his views on the recent inversion of the yield curve. more...

Investment News for Financial Advisers and Paraplanners - M&G: Broadening trade wars: could Trump take aim at the EU, again?

As the US and China continue their game of ‘tug-of-war’ in trade negotiations, could Trump turn his attention to the EU? Investment specialist, Kirsty Clark, discusses the prospect of a trade war between the US and EU? more...

Investment news for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: Time to break up?

The honeymoon for US tech giants may be over, but is it time to break up? Rathbones Chief investment officer Julian Chillingworth discusses the intensifying antitrust scrutiny of America’s tech titans and how their future may rest on political machinations. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: Soft patch or slowdown?

While we could be in the late stages of the current bull market, we see stocks grinding higher in the coming months through increased volatility. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: Tariffs, Pullbacks and Fundamentals

As the state of growth becomes harder to gauge, small-cap fundamentals are likely to matter more and more. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: The Fed’s Inflation Problem

Market and consumer inflation expectations are plumbing new lows. Brandywine research analyst Alberto Boquin explains why this is so, in particular why a dovish outlook and high employment in the US mean the Fed’s 2% inflation target is more likely. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: Small Caps: The Outlook in 4 Charts

Steve Lipper, senior investment strategist at Royce, makes the case for why U.S. cyclical small cap stocks are due a rebound. more...

Investment News for Financial Advisers & Paraplanners - Legg Mason: Assessing the Health Care Selloff

Why ClearBridge believes recent headwinds have been largely sentiment driven and that strong fundamentals remain intact across key health care subsectors. more...

Investment News for Financial Advisers & Paraplanners - Legg Mason: Still Room to Run

Non-performing asset figures for US corporations remains at low levels, while interest rates remain low and profit margins are high. ClearBridge says this means there is still more room for expansion in the current economic cycle. more...

Investment news for Financial Advisers & Paraplanners - M&G: Is the US bull market long in the tooth?

This March marks the 10-year anniversary of the longest bull market in history that has been ploughing on in the US since early March 2009. In this latest article, Ritu Vohora discusses the shift focus of the Fed, inflation, debt and current opportunities with our fund managers across equities, fixed income and multi asset. more...

Investment news for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: Beats me

Nothing hurts more than expecting a cheque yet receiving a bill. Unfortunately, this is happening to millions of Americans right now, explains chief investment officer Julian Chillingworth. more...

Investment News for Financial Advisers and Paraplanners - Legg Mason: Fed outlook: “wait-and-see”

We expect that the Fed will eventually adopt a “wait-and-see” strategy this year, with at most one more rate hike in 2019. more...

Investment News for Financial Advisers and Paraplanners - M&G: US Fed climbs down from rate hikes

This month’s video looks at the Fed’s dramatic shift to a more dovish stance, with an emphasis on patience. more...

Investment news for Financial Advisers and Paraplanners - Legg Mason: Tilting toward accommodation

Subdued global inflation should provide monetary policymakers with a ramp to be more accommodative and perhaps pull back from their normalization efforts. We’re encouraged by the Fed's latest commitment to be more data-dependent. more...

Investment news for Financial Advisers and Paraplanners - Rathbones: Great timing

US nonfarm payrolls smashed expectations once again, posting 304,000 new jobs in January instead of the 165,000 forecast. December's number was revised down from exceptionally high to very high. The ISM manufacturing survey rose to 56.6, higher than expected, showing that US producers are busy and confident. Consumer sentiment was soggier, however, dropping to the weakest level of Donald Trump’s presidency. It was likely dragged down by the record 35-day government shutdown, yet it held up significantly better than economists had expected. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Why a US recession in 2019 is unlikely

Given the apparently close historical relationship between various financial indicators and the economy, some commentators have been quick to talk up the danger of a US recession in view of recent market developments. Such fears appear unfounded, even if growth is likely to slow, argues Michael Grady. more...

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