Almost all of the managers interviewed in this review had a relatively positive view on the outlook for US equities, with none expecting a return to recessionary conditions or a ‘double-dip’.
Investment Week |
07 Nov 2011
Investors underexposed to equities should be adding to positions, writes Kully Samra, UK branch director at Charles Schwab.
Investment Week |
28 Oct 2011
The possibility of another US recession is far off, but as Sean Fitzgibbon, portfolio manager at The Boston Company finds, the eurozone crisis could still have a ripple effect across the Atlantic.
Investment Week |
21 Oct 2011
Andrew Milligan, head of global strategy at Standard Life Investments, scrutinises Ben Bernanke’s Jackson Hole speech.
Investment Week |
09 Sep 2011
Techinvest manager says US and small-cap focus is winning out amid ‘crazy’ IPO prices in technology space.
Investment Week |
05 Sep 2011
Chuck Royce’s small-cap-focused US firm has track record spanning four decades.
Investment Week |
29 Jul 2011
Investors should be focusing on stocks with high and growing dividends, writes Henry Sanders III, manager of the Aviva Investors US Equity Income fund.
Investment Week |
21 Jul 2011
Sentiment among the US equity managers at Goldman Sachs Asset Management stands broadly in line with the bullish outlook for America’s economy that Goldman’s global investment research unit issued early this year.
Investment Week |
11 Jul 2011
US markets have recently been unsettled by weak economic readings. Peter Allwright, manager at RWC Partners, looks at what lies in store for the region.
Investment Week |
16 Jun 2011
A quartet of top asset allocators reveal their favourite US funds.
Investment Week |
14 Apr 2011
The US equity market has experienced an about-turn and is offering investors a wealth of opportunities, writes Mark Piper, co-fund manager of the Collins Stewart Select Opportunity fund.
Investment Week |
05 Apr 2011
Exposure to stocks in the consumer discretionary and technology space has propelled the Melchior North American Opportunities fund to the top of the sector over the past year.
Investment Week |
28 Jan 2011
