US Equities

  • US equity large cap funds preferred but small caps edge ahead

    US equity large cap funds preferred but small caps edge ahead

    Strong gains in US equity markets over the past year have encouraged investors to target the asset class in 2018, but while most prefer large cap funds it’s the small caps that have generated the better returns.

  • UK investor sentiment up but faith in bonds declines

    UK investor sentiment up but faith in bonds declines

    UK investors remained upbeat about global investment opportunities in February, but confidence in UK corporate and government bonds declined.

  • Managers clash over the prospects for tech

    Managers clash over the prospects for tech

    Having led much of the global equity market equity rally in 2017, managers are at odds over the prospects for technology stocks in 2018.

  • Time to hit the US panic button?

    Time to hit the US panic button?

    If it was down to Donald Trump all the press about the one-year anniversary of his inauguration as President would have revolved around how he, in his mind, has single-handedly turned the fortunes around for the US stock market.

  • Allianz opens US structured alpha fund to UK investors

    Allianz opens US structured alpha fund to UK investors

    Allianz Global Investors has launched a fund which aims to deliver an excess return of 2.5% from the S&P 500 by adopting a passive and active approach to investing in US equities.

  • Investor optimism gains ground, Lloyds’ survey claims

    Investor optimism gains ground, Lloyds’ survey claims

    Investor confidence hit a 12-month high in December according to the latest investor sentiment index from Lloyds Private Bank, with investors becoming increasingly bullish on the prospects for US equities.

  • Year in review: US

    Year in review: US

    Despite a strong year for US stock markets in 2017, a strengthening pound has taken some of the gloss from returns for UK-based investors. 

  • How Artemis is profiting from disruption in US equities

    How Artemis is profiting from disruption in US equities

    Stephanie Sutton, investment director, US equities at Artemis Investment Management, reveals how the manager is benefiting from shorting disruptors and which stocks and sectors the firm is targeting.

  • Has the Trump trade been trumped?

    Has the Trump trade been trumped?

    Investors have been hiking their allocations to risky assets since Donald Trump was elected US president exactly a year ago, but has he had any role in driving these flows?

  • BNY Mellon launches Ucits version of ‘dynamic’ US equity fund

    BNY Mellon launches Ucits version of ‘dynamic’ US equity fund

    BNY Mellon has launched a Ucits version of its existing US equity fund, offering an actively managed large cap portfolio for investors in the UK and Europe.

  • Investors deliver one-year verdict on Trump

    Investors deliver one-year verdict on Trump

    Wednesday 8 November marks the one-year anniversary of the shock election of Donald Trump as president of the US. One-year on, and several thousand tweets later, we spoke to three investors to gauge their view on just what he has achieved since.

  • Felix Wintle: why the US is the world’s most exciting market

    Felix Wintle: why the US is the world’s most exciting market

    Felix Wintle rises to the challenging complexities of the US market and never tires of the sector he believes offers the most exciting investments in the world.