Can the raging bull continue its charge?
Since the lows of the crisis, US equities have risen about 270%, with many other global markets witnessing similarly strong gains. But can the bull run continue? Four investors weigh in.
US Equities
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PA ANALYSIS: Is the Trump trade back on?
Faith in the “Trump trade” faded during the summer, as controversy crowded out policy, but it has sparked back to life as the administration lays out plans for a significant overhaul of the US tax system.
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US equity rally has no solid footing
The S&P 500 just keeps setting new all-time highs, but the rally could soon reverse since it’s driven increasingly by technology stocks alone.
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Global managers’ EM overweight hits 47%
Global fund managers upped their emerging markets overweight to a net 47% in September, while increasing their underweight to the US, according to the latest Bank of America (BofA) Merrill Lynch survey.
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Global managers’ EM overweight hits 47%
Global fund managers upped their emerging markets overweight to a net 47% in September, while increasing their underweight to the US, according to the latest Bank of America (BofA) Merrill Lynch survey.
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Complacent markets underestimate Fed rate hike
Complacent markets could be caught off-guard by a US rate hike and surprise political reform from president Donald Trump, the co-head of multi-asset at SYZ Asset Management has warned.
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Manulife AM: Look beyond CAPE for stock-picking opportunities
Equity valuations are rich at present, but investors can still find opportunities if they look beyond overly simplistic valuation methods when picking stocks, according to Manulife Asset Management.
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Investors hedge US equity positions
European investors have been responding to this year’s dollar weakness by hedging their investments in US equities, according to Morningstar data.
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Tide turns against Trump’s US in latest sentiment measure
Investors are moving on from US equities in favour of UK gilts and gold according to the latest Lloyds Bank Investor Sentiment Index.
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Seneca Trust slashes US equity exposure
The Seneca Global Income and Growth Trust is set to scrap its exposure to US equities over fears returns in the rising market will soon begin to fall.
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Profit expectations fall to lowest level in nearly three years
Global fund managers are becoming increasingly bearish on corporate profits, with the amount thinking they will improve over the next 12 months falling to the lowest level since November 2005, according to the latest BofA Merrill Lynch fund manager survey.
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Six of the best US ETFs
Passive funds have enjoyed a stellar time in the US as valuations ride higher and higher. Here, IG Group’s Oliver Smith looks at the six best ETFs to access booming US markets.