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.
US Equities
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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.
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Tilney: European valuation advantage has ‘dissipated’
Tilney Group’s CIO Chris Godding stresses that the case for investing in Europe is no longer valuations-based.
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PA ANALYSIS: Trump – from asset to liability for US equities?
When Donald Trump was first elected US president, investors believed it would power US equities to new highs while emerging market assets were expected to suffer. Four months into his presidency, expectations have changed radically.
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Aegon: IFAs backing UK equities
A new poll from Aegon UK highlights that a significant portion of advisers are riding on UK equities to provide the best return for clients ahead of the snap election.
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Strategy guru: Company earnings are moving markets, not the ‘Trump bump’
The idea a ‘Trump bump’ has made markets rally is illusory, according to a highly-regarded investment strategist
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The five other presidents who trumped the ‘Trump Bump’
US equity specialist Charles Schwab has poured scorn on the stock market’s so-called ‘Trump Bump’, with research showing the 5.4% market rally is far from the greatest seen during a president’s first 100 days in office.
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Best and Worst US sectors during Trump’s first 100 days
Trump’s first 100 days in office have been jam packed with outrageous tweets, ‘alternative facts,’ a failed healthcare bill and foreign policy blunders. But, what were the best and worst performing US sectors during Trump’s first 100 days?
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Schroders expands Maximiser range with US Equity Income launch
Schroders has launched a US Equity Income Maximiser fund targeting 5% of income a year from the world’s largest stockmarket.