Development of EM and US themes
Managing director and portfolio manager of Legg Mason's $840m ClearBridge US Large Cap Growth fund Peter Bourbeau has warned the biggest US stocks could suffer significant fallout if President Donald Trump fails to pass significant tax reforms, which...
As equity valuations appear ever more stretched, and with rate rises in the US imminent and geopolitical concerns increasingly in focus, one hedge fund strategy in particular stands out as compelling.
The mega-cap FAANG (Facebook, Apple, Amazon, Netflix and Google/Alphabet) stocks seem to be gathering strength and competitive dominance as they grow in size.
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Building foundations for growth