Seven investors on what to look out for in the US midterms
Democrats and Republicans face off on 6 November
US Equities
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Bullish Republicans set to get burnt by Trump trade
US partisan politics is affecting equity allocations in retail portfolios
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Can any metric justify soaring tech valuations?
Valuation metrics for Tesla and Faang stocks split investors
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Investors swept up in US bull run sentiment
UK investors more confident on US equities than they were a year ago
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Funds riding the record S&P 500 bull market
The top-performing North America funds during the longest US bull market in history
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Miton’s Grieves: Faangs looked expensive three years ago
Miton US Opportunities fund manager Hugh Grieves sold out of Faang stocks three years ago on stretched valuations and argues even if they are great businesses, they may not deliver for shareholders.
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US equities sentiment switches for first time in Trump era
Sentiment towards US equities has turned from negative to neutral among European fund selectors for the first time since Donald Trump won the presidential election in November 2016, according to Last Word Research.
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UK funds invest $650m in Trump detention camps
St James’s Place (SJP), Neptune and Aviva Investors are among asset managers with $657.7m in three companies connected with US detention camps holding immigrants and their children.
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Goldman Sachs offers US Smaller Cap Equity Portfolio
The portfolio is a new sub-fund of the Ucits-qualifying Luxembourg-domiciled Goldman Sachs Funds Sicav.
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‘Decoupling back in vogue’: US equity sentiment turns positive
Global fund managers are finally turning positive on US equities and commodities while sentiment towards Europe and emerging markets has cooled, according to the latest Bank of America Merrill Lynch fund manager survey.
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Baillie Gifford’s Robinson: The secrets to success in the US
Active managers have failed to live up to their promises in the US market, but by getting a few key ingredients right active management can be a powerful force for wealth creation, argues Gary Robinson, manager of the Baillie Gifford US Growth Trust.
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Five ways to integrate ESG into investments
The days of treating ESG and sustainability matters as “extra curricular” are numbered and will be the differentiator for investments in the future, according to Legg Mason affiliates. Click through the slides below to find out five ways to integrate ESG into investments.