Julian Howard: Fortress America

'Preserve value of investments'

Julian Howard: "As consumption and services become an ever larger part of the US economy, an industrial or manufacturing slowdown is becoming an increasingly unlikely source of any future recession."
Julian Howard: "As consumption and services become an ever larger part of the US economy, an industrial or manufacturing slowdown is becoming an increasingly unlikely source of any future recession."
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There is no doubt the current trade war is affecting global economic growth and corporate earnings, writes Julian Howard, but investors should be looking at the eye of the storm

The US economy, dollar and equity market all enjoy unique characteristics, which make them a vital part of any investment portfolio even though it is the US political system that has produced today's heightened...

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"Taking a longer-term perspective, historical inflation could be a major source of remorse for tomorrow's pensioners" - James Klempster
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In the decade or so following the global financial crisis, inflation in much - if not all - of the developed world has been very low indeed, writes James Klempster, who explores why inflation-proofing portfolios is so important...

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