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.

  • Can the raging bull continue its charge?

    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.

  • PA ANALYSIS: Is the Trump trade back on?

    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.

  • US equity rally has no solid footing

    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.

  • Global managers’ EM overweight hits 47%

    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.

  • Global managers’ EM overweight hits 47%

    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.