US equities

April 6, 2021

'We continue to prefer quality growth stocks in the US'

As the head of the BL - Equities America fund, Luc Bauler emphasises the importance of favouring…
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Asset Allocation
January 22, 2021

‘Dollar weakness double whammy for expensive US stocks’

Despite its recent slide, the US dollar is still overvalued. In time, the greenback could go much…
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Asset Allocation
December 15, 2020

‘FAMAGs can navigate change in macro environment’

The impending economic recovery may well mean the big tech stocks will cede their market leadership…
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