09 November 2021 European equities preferred to US equities The US stock market is always more expensive than other markets. However...
26 August 2021 All stock market roads lead to US "The United States remains the place to be for investors, despite the...
05 May 2021 Are US equities too expensive? Yes, but… According to traditional valuation metrics, US equities are expensive. In this...
06 April 2021 'We continue to prefer quality growth stocks in the US' As the head of the BL - Equities America fund, Luc Bauler emphasises the...
22 January 2021 ‘Dollar weakness double whammy for expensive US stocks’ Despite its recent slide, the US dollar is still overvalued. In time, the...
15 December 2020 ‘FAMAGs can navigate change in macro environment’ The impending economic recovery may well mean the big tech stocks will cede...
