Morningstar: Trump’s tariff plan is the biggest wild card for US equities
The tailwinds that propelled the US in 2024 are receding, and tariffs add another unknown to the mix, writes Mark Preskett
The tailwinds that propelled the US in 2024 are receding, and tariffs add another unknown to the mix, writes Mark Preskett
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How did these 20 active funds succeed where so many others failed?
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69% of North American fund managers surveyed said it will become harder to navigate EU regulation over the next two years
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Three fund managers share stocks that are making a difference
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A look at five funds in a tech-heavy sector that tends to shine when growth is in favour but struggle when value is the mode
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Anthony Willis of Columbia Threadneedle and Felix Wintle, manager of the VT Tyndall North America fund, argue the case for investing in US equities right now
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Using FE data, Portfolio Adviser shines a spotlight on the actively-managed US funds beating the S&P 500
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£1bn pulled from funds in June, including a net £858m from UK equities
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Pictet Positive Change manager Evgenia Molotova and her team look to identify companies with the skill, balance sheet and will to change
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Mixed signals muddy the outlook but a glimmer of optimism remains
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Estee Lauder, American Express and Alphabet make up the biggest holdings
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A disciplined approach that seeks to deliver superior risk adjusted returns. Watch the Talking Factsheet for the JP Morgan US Equity Income fund with John Monaghan, Head of Research.
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