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.
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.
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.
The portfolio is a new sub-fund of the Ucits-qualifying Luxembourg-domiciled Goldman Sachs Funds Sicav.
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.
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.
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.
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 investors remained upbeat about global investment opportunities in February, but confidence in UK corporate and government bonds declined.
Having led much of the global equity market equity rally in 2017, managers are at odds over the prospects for technology stocks in 2018.
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 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.
