United States

Make up 25% of portfolios

As inflation fears build

Could begin later this year

Despite Trump-signed re-evaluation

Does not want to 'wait to long' on rates

FOMC December minutes

Mark Robinson, chief investment officer of Bordier UK, takes a closer look at some of the pressure points and bright spots for global markets.

Ultra-low interest rates are not going away

Panellists discuss whether US equity income could be a shelter in stormy markets

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