cyclicals or defensives for US growth
Johan Jooste gives his earnings-based argument for why he thinks cyclicals is the way to play US equities for growth in 2013.
Merrill Lynch
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mlwm emerging markets european equities high beta
Johan Jooste explains how he marries his short-term, high beta investment views over the short term with the longer-term pitfalls he sees in certain fixed income markets.
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structurally positive vulnerable oneill tech
After looking at what Q3's corporate earnings season threw up, Bill O'Neill takes a specific view on technology where he sees short-term knocks but longer-term benefits.
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what if romney wins
Bill O’Neill takes a look at what the US political and economic backdrop could be like at the start of next year asking, among other questions, what if Mitt Romney wins November’s election?
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looking beyond macro reveals healthy us technos
Bill O’Neill looks at the micros not just the macros in the US and predicts a bumpy short-term ride for the US technology sector but with a far healthier long-term picture.
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julius baer eyes merrill lynch wealth
Swiss private banking group Julius Baer is in discussions with Bank of America to acquire Merrill Lynch’s international wealth management business outside the US.
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Japan currency and stock market linked
With a flurry of stimulus activity from the Bank of Japan and a growing desire from investors, Bill O’Neill asks how likely the country is to come out of its deflationary spiral.
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oneill sector allocation defensive cyclical
Given the strong start acros the sectors in Q4 2011 and Q1 this year, Bill O’Neill looks ahead and gives his sector and equity picks for the rest of the year.
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the good bad and likely for us investors
Bill O’Neill assesses the positives from the six-month rally seen in the US, alongside the downside risks that are still there, to find out what it means for future asset allocation trends.
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ecb funding measures still short term
Merrill Lynch’s Bill O’Neill assesses the latest European Central Bank’s loan measures, stressing that banks are still not lending as much as he would like to see.
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us and european corporate earnings growth slows
Bill O’Neill assesses the picture painted by Q3 earnings reported from companies either side of the Atlantic.
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nine in ten fund managers expect greece to default
More than 90% of fund managers say Greek default is now unavoidable, while seven in ten expect it to come before April next year, according to BofA Merrill Lynch’s October survey of fund managers.