Investors must be wary of ‘AI losers’ as tech valuations spike
There will be big losses made by investing in AI, as well as profits
US Equities
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Tyndall’s Wintle reinvests in tech mega-caps
He had fully exited in November 2020
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Markets have no margin for error as US debt ceiling wrangle rolls on
A default remains very unlikely but there are no signs of a deal yet
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US equities investors betting on a ‘soft landing’ could be in trouble
Markets may be pricing in an overly-optimistic scenario
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The big reversal in US stocks
UK investors have had little incentive to exit, but fatigue might finally be setting in
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Valuation potholes mar US road to recovery
‘We don’t need to see ‘blood on the streets’ as Sir John Templeton said, but there are a lot of yellow flags’
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Peter Hargreaves: UK investors underweight America
Blue Whale chair bullish about prospects for the US amid gloomy global outlook
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Unquoteds stay high as Baillie Gifford trust struggles
BG US Growth Trust fully exited Peloton and Teladoc at a £9m loss
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Investors rediscover charms of US equity income
JP Morgan’s Fiona Harris says it is fertile ground, even if growth stocks are the ones grabbing the headlines
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What do the experts think of US tech stocks?
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
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Should investors bear with US?
Paul O’Connor of Janus Henderson and T Rowe Price’s Eric Papesh give their views on the prospects for American assets
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Pacific plots North American opportunities fund launch
After hiring Chris Fidyk who has been lined up to run the multi-cap strategy