US Equities

Ian Warmerdam, manager of the Henderson Global Growth fund, has been cutting exposure to the US and shifting to emerging markets, as the runaway performance of the US market has caused elevated stock values.

Lyxor Asset Management has joined forces with boutique firm Corsair Capital Management to launch a new alternative strategy with daily liquidity.

Aberdeen's Fran Radano and Paul Atkinson, managers of the £275m North American Income trust, said recent concerns about US earnings pressures have been overstated, as they question whether it is even possible to identify ‘normalised earnings' for this...

US equities: Bang for your buck?

As the US continues on its upward growth curve, it is natural to question how much value is left in US equities, says John Arege, managing director, US equity, at Goldman Sachs Asset Management

The US economy is better than generally perceived. US real GDP is expected to grow more than 3% in 2015. This would represent the fastest pace since 2005, and is expected to exceed growth in other developed markets.

Hermes Investment Management's Mark Sherlock has said the lag in US capital expenditure growth is still holding back stocks despite the strong equity market returns seen in recent years.

The Gabelli Value Plus trust is to list on the London Stock Exchange on 19 February after a fundraising period described by Numis analysts as "a considerable success".

‘No-names’ like we were might struggle today

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