The undervalued markets where managers are diversifying away from the US
Share prices in the US have reached dizzying heights, making cheaper equity markets more attractive
US Equities
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The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year
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FundCalibre: US mega caps are at tipping point
Fund managers warn of ‘a day of reckoning’ as US valuations and market concentration reach all-time highs, writes Darius McDermott
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Algebris: Could a Trump presidency buoy US financials?
Trump’s deregulation mission could boost US banks, according to Mark Conrad
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FundCalibre: The areas to watch under a Trump presidency
With speculation circling the new president’s potential policies, Darius McDermott examines the crucial areas for investors to watch
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BlackRock launches top 20 S&P 500 ETF
The fee is 0.2% and the ticker is SP20
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Track to the Future – with William Blair’s Tom Ross
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
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Stonehage Fleming’s Gerrit Smit: How McDonald’s can shield investors from a US recession
Markets are bracing for low growth and weak cosumption – prime conditions for the chain to thrive
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T. Rowe Price launches core US equity OEIC
The latest launch as part of the firm’s $80.4bn US-domiciled strategy
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Saxo: Client optimism for equity markets softens
Saxo clients expect Europe to perform the worst of all regions in Q4
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The 15% of US funds that beat the S&P 500 over the past decade
How did these 20 active funds succeed where so many others failed?
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Baron Capital: Investors should be optimistic about US small and mid-caps
History shows us that small and mid-caps often outperform when the Fed lowers rates, says Claudia Pagazani