Look to US equities for income while waiting – JPMAM
While markets are calm it’s better to collect dividends from US equities than put money in cash or fixed income, said David Kelly, JP Morgan Asset Management’s chief global strategist.
US Equities
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SEC sets sights on company reporting practices
The United States financial regulator the Securities and Exchange Commission is expected to shed more light on its plans to push through reforms of company reporting practices during an upcoming visit to London.
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PA ANALYSIS: Ignore the seven-year itch, stick with the “unfashionable” bulls
Seven years of equity rises, have we really seen any evidence of complacency that ended previous bull markets?
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Fund trends: Follow the leader
A graveyard for active managers or a door to tech and healthcare opportunities? The US market remains under scrutiny from wealth managers and analysts alike.
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Franklin Templeton: Ignore recessionary fears, US in ‘growth pause’
The US is in a period of “growth pause” rather than lapsing into recession, with long-term equity opportunities in technology and healthcare companies, according to Franklin Templeton’s Grant Bowers.
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PA ANALYSIS: High time for high-yield, the US equity substitute?
Those who believe that ‘risk-on, risk-off’ is consigned to the past look away now, with record inflows into US high-yield indicating that sentiment has shifted once again to the spicier end of the fixed income spectrum.
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Baillie Gifford appoints Slater as US head
Baillie Gifford has appointed Tom Slater as head of its North American team, taking over from interim head Gary Robinson.
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PA AUTUMN CONGRESS: A focus on home bias in the US – Weldon
The Fed’s decision to keep rates on hold in September will lead to some complexity for US stocks in the short term, but it is not something about which to be concerned, says Artemis US fund manager, Cormac Weldon.
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Miton to hard close underperforming Global Equity and American strategies
Miton Group is to hard-close its Global Equity and American mandates following a spate of underperformance and fund outflows.
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Stockpickers’ delight as US enters next phase of cycle – Neptune
Bottom-up investing will be crucial to US equity investors as the market enters the next phase of the investment cycle, according to Neptune’s Felix Wintle.
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Factor Five: US funds for all states of play
Profiting from the world’s largest and most entrepreneurial economy is never an easy feat and, with equities looking expensive, it is clearly time to be very selective.
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Parmenion unveils dynamic active/passive solution
Parmenion Investment Management has launched Conviction solution, a client portfolio offering a dynamic active/passive split.