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
US Equities
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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
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Is there any point investing in the US actively?
Active funds don’t come close to the high returns of the index trackers, with many multi-asset managers cutting their active exposure all together
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Stonehage Fleming’s Smit: The five factors that will drive returns in H2
Investors should keep a keen eye on the US market over the coming six months, writes Gerrit Smit
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Antipodes’ Savas: We see dotcom parallels as investors ignore valuation extremes
Valuations on mega-cap US stocks are at ‘dotcom era extremes,’ warns Alison Savas
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IA: UK investment management industry reaches £9.1trn in AUM for 2023
Allocation to UK equities falls 10% in 10 years
