The New Deal roots of America’s national security stance
Two books trace the country’s 20th-century path from isolationist to anxious global superpower
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America’s new ‘patriotic’ capitalism
In the land of the (supposedly) free markets, government stakes and price controls are met with silence on Wall Street
US exceptionalism in markets is diminished — but far from dead
If weakness emerges in American assets, it will show up more in the dollar, not stocks.
The limits of the ‘Donroe doctrine’
America’s attention is turning to its own backyard, but it is discovering that it still can’t go it alone
The rise of America’s intangible economy
Investments in non-physical assets demystify the US stock market’s performance
How to manage US asset dominance in portfolios
Dollar hedges will continue to be in demand but investors may have to consider other options too
Preventive wars have weakened America
Resorting to force when there is time for diplomacy is needlessly destabilising and tends to end in failure