JPM: Reflation trade splits S&P 500
More than one-third of the S&P 500 will be adversely hit by the reflation trade amid a “violent rotation” in equities, according to JP Morgan’s James Davidson.
US Equities
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Election melodrama fails to stem the flood into US equity ETFs – Blackrock
BlackRock’s breakdown of October’s global ETP landscape showed US investors pouring into US large caps and wary of European equities.
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PA ANALYSIS: Is the S&P 500 election dip a great buying opportunity?
American shares have broadly dipped as investors brace themselves for the possibility of an unexpected election victory by a certain real estate tycoon.
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European investors lukewarm about US equities – Trump can change that
European investors have been rather apathetic about US equities for an extended period. This is unlikely to change if Hillary Clinton wins the presidential elections. A Trump win, however, will probably prompt a pronounced shift in sentiment.
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Election brouhaha bruises confidence in US equities – Lloyds
Investors in the United Kingdom are less enthusiastic about US equities under the shadow of the presidential election, according to the latest figures from the Lloyds Bank Investor Sentiment Index.
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Protectionist presidency poses biggest risk to US equities – Rathbones
Rathbones asset allocation strategist Edward Smith has argued that investors should “pay close attention to the insidious creep of protectionism, as US politicians and elsewhere look to harness the disenfranchised.”
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Low hurdle set for US earnings season – NN IP
The market has set corporate America a low hurdle in the upcoming Q3 earnings season according to NN Investment Partners.
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Neuberger trims US equities, beefs up EM and commodities
Neuberger Berman has decreased its exposure to US equities for first time this cycle to fortify against volatility and weaker earnings.
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Andrews Gwynne ups cash as it cuts US holdings
Leeds-based DFM Andrews Gwynne has moved up to a near 25% cash weighting, having significantly cut exposure to US equities and treasuries.
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Rathbones duo remains bullish on US
David Coombs, head of multi-asset investments at Rathbones and senior research analyst Mona Shah have co-authored a report making the case for US equities versus their European counterparts.
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PA ANALYSIS: Is a Trump presidency the best outcome for investors?
If Donald Trump gets elected to the US presidency, this could turn out to be a blessing for the nation’s economy according to some fund managers, but others are worried.
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Neptune US equities manager exits
Lead manager of the Neptune US Income and the Neptune US Opportunities funds James Hackman is leaving the firm to pursue other opportunities.