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.
US Equities
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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.
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US equities advance makes European investors run
The US equities rally has been given a fresh boost this year by continuing earnings upgrades and a weakening dollar, but Europe’s investors are not buying it.
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US equity volatility drops to 50-year low
Volatility in US equity markets plummeted to its lowest level in almost 50 years on Monday.
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The secret to US equity outperformance
Most active US equity funds struggle to ever outperform their benchmark, but this year the secret to outperformance has been surprisingly straightforward.
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PA ANALYSIS: Why tech is not all about growth
In the not too distant past, the notion of investing in technology for anything but capital growth would have been scoffed at.
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Managers slash US weighting to nine-year low
The degree to which global fund managers are underweight in US equities has fallen to its lowest level since January 2008, according to the BofA Merrill Lynch July fund manager survey.
