Sophie Meatyard: Is there a cure for ‘misbehaving’ pharma?
Sector trailing other traditional late cycle winners despite strong earnings growth
US Equities
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Felix Wintle backs Disney as he chases millennial cash
WWE and Live Nation also feature in US entertainment bet
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Darius McDermott: Beware US equities despite Trump master stroke
Fears of a full-blown currency war sent markets into another tailspin
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Artemis recruits analysts as personal reasons see Stephen Moore exit
William Warren to take over on one of the few remaining 130-30 funds
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Clare Hart banking on financials despite dovish Fed
Disagrees with UK commentators that US/China trade dispute is the next Cold War
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US equity feeding frenzy wanes as end of cycle looms
Fund buyers wishing to increase US weighting has dipped
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Investors pick Asia over US as Trump pushes on with trade war
Last Word Research highlights the asset classes fund selectors currently favour
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SLI Gars pulls ahead with bump from US bets
£10bn fund was the ninth best performer in the IA Targeted Absolute Return sector
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Jenny Jones retires from Schroders with alpha intact
US equities manager has an investment career spanning almost four decades
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Tanvi Kandlur: Are we set for a market rotation in US equities?
October saw the markets punish Apple and Amazon for lowering Q4 forecasts
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Five turkey funds from the US sell-off
Will DFMs pardon their performance this Thanksgiving?
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US mid-terms could spark infrastructure spend
A better balance of power could lead to a stable infrastructure plan