US Equities

‘No-names’ like we were might struggle today

JOHCM's Thorsten Becker highlights the small-cap trailblazers giving him good cheer this Christmas.

Conventional monetary policy is "exhausted" and the key challenge for policymakers next year will be stimulating growth, says Threadneedle's Mark Burgess.

Depending on how you look at the US, stockpickers are either spoilt for choice or dealing with overly expensive companies. Cormac Weldon, manager of the Artemis US Equity and US Select funds, looks at the outlook for American markets next year and beyond....

Equity valuations have been distorted by asset price inflation following QE, and the market is awash with the evidence, says BBH's Regina Lombardi.

US equity markets have been volatile in 2014, but investors have over-reacted to the downside, says Joel Mittelman from the Boston Company Asset Management.

Investors seeking to tap into the so-called 'presidential cycle' should be more cautious than usual, veteran investor Jeremy Grantham has warned.

A string of fines and legal costs has obscured banks' true earning power in recent years. Moreover, banks are now run by prudent risk managers, argues Tony Coniaris from Harris Associates.