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.
US Equities
-
-
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.
-
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.
-
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.
-
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.
-
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.
-
Trump or Clinton led infrastructure boom could be a win for investors
Both of the main candidates in the United States Presidential election have been talking about increasing spending on infrastructure if they win, and investors could profit by targeting the asset class.
-
PA ANALYSIS: Another end of summer blip or something much bigger?
The end of last week and start of this has had a familiar feel about it as the point at which summer turns to autumn has once again seen investors fretting.
-
PA ANALYSIS: US equities – If you can’t beat them, join them
European investors have been dismissing US equities as too expensive for a couple of years. But as the S&P 500 continues to outperform other equity markets, appetite for the asset class is again on the rise.
-
Jupiter’s Clunie on why a broad US short makes sense
James Clunie is short the US. While it is a simple trade, the manager of the Jupiter Absolute Return Fund said the combination of short term political risk and seasonality would suggest such a position makes sense.
-
Asia bear still growling
Even though a growing group of asset management firms are warming to emerging markets, Gary Reynolds, CIO at UK-based wealth and asset management firm Courtiers, remains bearish on the region and believes the US is the most attractive opportunity.
-
Eurozone risk premium staying higher than US despite QE – NN IP
Prolonged political uncertainty and flaws in the institutional framework have kept eurozone equity premium risk at its highest level since the ‘09 global financial and ‘11 eurozone crises, according to new data by NN Investment Partners.