Neuberger Berman warms to US equities but “not all in”
Neuberger Berman has warmed to US equities once again but multi-asset class CIO Erik Knutzen anticipates medium to long-term volatility and a “messy” transition for Donald Trump.
US Equities
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BNYM IM brings US income fund to UK
Bank of New York Mellon Investment Management has announced the launch of a new US equity income fund for the UK market.
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SLI MyFolio backs US equities on reflationary trade
Standard Life Investments’ has upped exposure to US equities in its MyFolio multi-manager range, adding two funds with fresh takes on the growth/value debate.
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Macroeconomic shocks: Hear no evil
Though 2016 was littered with political surprises, markets begin 2017 in buoyant mood. Would investors be well advised to close their ears to the news chatter?
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PA ANALYSIS: Take heed of Americans talking C-R-A-P
We all know Americans love their acronyms, just ask incoming POTUS Trump about his MAGA* ambitions, but the latest from Stateside investors is CRAP.
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10 years of iPhone – how much have Apple investors made?
The iPhone is 10-years old today, helping Apple’s share price increase tremendously since the smartphone was unveiled on 9 January 2007.
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Indian equities, US mid-caps among December’s top sellers
Indian equities and US-mid caps made an appearance in the top five biggest selling funds in December alongside some of the usual suspects, according to the Share Centre.
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PA ANALYSIS: Stick everything in US assets and relax?
As 2016 draws to a close money managers will be putting the last of their ducks in a row before everybody takes their eye off the ball for the Christmas holidays, but this year is the right move more obvious than usual?
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PA Video Insight: US investment outlook
The real impact of Donald Trump as President of the US will not be felt until he and his team implement their various social, economic, foreign and financial policies.
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PA ANALYSIS: Black Friday zombies should reassure investors
As bargain-hungry consumers trail around the shops on both sides of the Atlantic elbowing each other out of the way to grab a heavily discounted television set on what is dubbed Black Friday, the data being generated by the combination of all these purchases is decidedly robust.
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PA ANALYSIS: Could gorging on US equities be too much of a good thing this Thanksgiving?
As Americans get stuck into their Thanksgiving day celebrations the rest of the world still has its eye on the investment ball and some may be weighing up whether, just as with food, you can have too much of a good thing.
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Trump election sparks record US equity inflows
Donald Trump’s election victory has triggered an almost unprecedented move into US equities.