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US

US equity investors are too bullish and bond investors too bearish
US equity investors are too bullish and bond investors too bearish

Market signals pose 'dilemma' for investors

  • Bonds
  • 10 September 2019
AllianzGI offers access to US micro caps with new strategy
AllianzGI offers access to US micro caps with new strategy

Investment team led by portfolio manager Robert Marren

  • US
  • 03 September 2019
What the US bond market really means for equities
What the US bond market really means for equities

Views on US equities seem to neatly fall into two camps.

  • US
  • 02 September 2019
Fund managers slash exposure to global equities on trade war fears
Fund managers slash exposure to global equities on trade war fears

US 30-year Treasury plunges to record low

  • Asia
  • 02 September 2019
What are the winning ingredients in the US market?
What are the winning ingredients in the US market?

One of the most talked about subjects in the investment world is the US market – obsession with the President's Twitter account, and the realisation that far too many investors have shifted from being long-term investors in quality underlying fundamentals...

  • Industry
  • 22 August 2019
Neuberger Berman CIO: How Q2 has changed our outlook
Neuberger Berman CIO: How Q2 has changed our outlook

Look ahead to the next three months

  • US
  • 19 August 2019
Prepare for market correction as US-China tensions threaten to turn into currency war
Prepare for market correction as US-China tensions threaten to turn into currency war

Defensive positioning urged following latest Trump tariffs

  • Asia
  • 08 August 2019
Which four stocks are able to withstand escalating economic risks?
Which four stocks are able to withstand escalating economic risks?

The most resilient companies examined

  • Specialist
  • 06 August 2019
First Fed rate cut since 2008 fails to ignite markets
First Fed rate cut since 2008 fails to ignite markets

Is Fed losing its independence?

  • Economics
  • 01 August 2019
Tour de France 2019: The funds winning the race
Tour de France 2019: The funds winning the race

Which product is worthy of the yellow jersey?

  • Funds
  • 01 August 2019
How much further can the US bull market run?
How much further can the US bull market run?

A bull market in US equities that has run for more than a decade, and generally low volatility over the years, may give investors the impression the ride will never end.

  • US
  • 30 July 2019
Sanlam preps US absolute return fund with value approach
Sanlam preps US absolute return fund with value approach

Market-neutral product to launch soon

  • US
  • 29 July 2019
Reaves CEO: Look beyond UK headwinds in utilities
Reaves CEO: Look beyond UK headwinds in utilities

Build on US experience on investing, manager argues

  • Equities
  • 25 July 2019
Why SMIDs valuations stand out in a bifurcating US market
Why SMIDs valuations stand out in a bifurcating US market

There are several signs the US equity market is bifurcating, with pockets of overvaluation and undervaluation becoming extreme.

  • US
  • 24 July 2019
Will US equity bull market continue?
Will US equity bull market continue?

The current bull market in US equities began in March 2009. The decade that followed has seen US equities rally by 300%. The early years were dominated by concerns about fiscal and monetary policy on the one hand, and the sub-par growth on the other....

  • US
  • 15 July 2019
Distortion between growth and value provides fertile hunting ground for US investors
Distortion between growth and value provides fertile hunting ground for US investors

US markets have roared back since the brief sell-off last year, with the current surge a whisker off all-time highs. This ebullience is surprising when one considers the maelstrom of negative developments that have bombarded the market over recent months....

  • US
  • 05 July 2019
Andrew Neil: Cold war will be the new normal of the 2020s
Andrew Neil: Cold war will be the new normal of the 2020s

'Markets will need to get used to this'

  • Industry
  • 19 June 2019
JPM to cut fees on US Smaller Cos IT
JPM to cut fees on US Smaller Cos IT

Effective 1 July

  • Investment Trusts
  • 18 June 2019
PGIM looks to multi-asset funds for UK growth plans
PGIM looks to multi-asset funds for UK growth plans

Targeting intermediary market

  • Multi-asset
  • 16 June 2019
The global risks influencing the US
The global risks influencing the US

Central banks in tight position in case of downturn

  • US
  • 14 June 2019
What is driving 'extreme price swings' in equity markets?
What is driving 'extreme price swings' in equity markets?

US equities began 2019 with a welcome respite, reversing course from their downward spiral in December 2018.

  • US
  • 04 June 2019
Schroders' Kaynor to slash cash in Jenny Jones' former funds
Schroders' Kaynor to slash cash in Jenny Jones' former funds

'A different view on cash'

  • US
  • 31 May 2019
Volatility: More than a spring squall?
Volatility: More than a spring squall?

Headwinds expected into Q2

  • Markets
  • 24 May 2019
Navigating risk through late-cycle squalls
Navigating risk through late-cycle squalls

Market correction becoming more inevitable

  • Markets
  • 17 May 2019
123

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Impact of Woodford fund suspension revealed as Hargreaves receives further blow - reports
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ECB cuts interest rates to -0.50%
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Woodford Patient Capital suffers NAV writedown
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Carney: Pound acting like emerging market currency
Managers warned 'prepare for the worst' as Parliament suspension puts EU access at risk
Managers warned 'prepare for the worst' as Parliament suspension puts EU access at risk
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