A shining star in a shrinking sector?

Carolyn Bell, Kames Capital’s Investment Manager of North American Equities, gives us her insight in to US retailer Burlington. She explains why in a time when the retail sector is struggling, this off-price retailer has bucked the downward trend and taken share from...

It’s not just Amazon

Amazon briefly crossed the $1 trillion market capitalization threshold earlier this month. It’s the second US company to do so this year, following Apple in August. This milestone has generated a lot of headlines, and apparently some angst – ‘Apple’s $1 Trillion...

Are we there yet?

“Are we there yet?” – the familiar refrain of young children well before the end of a journey might equally be asked by investors as US stocks on Wednesday 22nd August marked (by some measures) the longest bull market in history. As at 31/8/2018, it...