US Equities

  • Wealth Manager Profile: Stonehage Fleming's Graham Wainer

    Wealth Manager Profile: Stonehage Fleming’s Graham Wainer

    Stonehage Fleming’s focus on intergenerational wealth provides a strong platform from which to provide the ‘grown-up, long-term investing’ CEO Graham Wainer believes is vital in a globalised world that remains ever-vulnerable to political events.

  • SLI’s Hambi moves to neutral on Europe and takes UK underweight

    SLI’s Hambi moves to neutral on Europe and takes UK underweight

    Signs of an improving global growth environment have prompted Standard Life Investment MyFolio multi-manager head Bambos Hambi to re-evaluate his outlook on Europe and stick to his guns on the US and UK.

  • PA ANALYSIS: Is the pound’s pumping up of portfolios dangerous?

    PA ANALYSIS: Is the pound’s pumping up of portfolios dangerous?

    The large slide in the value of the pound that followed the Brexit vote has made non-UK assets worth more in sterling portfolios, lifting their returns. Is this all good news though or does it create additional risk?

  • A bright future for biotech?

    A bright future for biotech?

    New products, strong finances and robust growth: the fundamental strength of the biotech sector was plain to see at JP Morgan’s annual conference for healthcare investors, but it was shrouded by the current political environment.

  • Trump flows show no sign of reversal but beware of ‘hippie daze’ - BAML

    Trump flows show no sign of reversal but beware of ‘hippie daze’ – BAML

    While investor sentiment on the US economy remains stubbornly bullish, this could give way to volatile conditions similar to those seen before the 1973 stock market crash, according to Bank of America Merrill Lynch.

  • Wealth managers weigh in on the Trump rally

    Wealth managers weigh in on the Trump rally

    At the 2017 PA Wealth Manager awards the team took the opportunity to quiz four of this year’s winning wealth managers on the prospects for a Trump-inspired US equities market.

  • PA ANALYSIS: Dangers lurk for investors as Trump takes office

    PA ANALYSIS: Dangers lurk for investors as Trump takes office

    With President Donald J Trump now sworn in, the phoney war is over and talk can become policy over the first 100 days. Should investors be bullish or worried?

  • Neuberger Berman warms to US equities but “not all in”

    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.

  • BNYM IM brings US income fund to UK

    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.

  • SLI MyFolio backs US equities on reflationary trade

    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.

  • Macroeconomic shocks: Hear no evil

    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?

  • PA ANALYSIS: Take heed of Americans talking C-R-A-P

    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.