US equities see highest inflows since 2014 – BlackRock
Flows into United States equities exchange-trade products reached their highest level since December 2014 in July, according to data from BlackRock.
US Equities
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M&A deals will continue to boost biotech
At first glance, it seems large healthcare companies have lost interest in M&A. According to Dealogic, year-to-date deal volumes are 25% lower than for the same period last year.
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NN IP retains US equities and real estate preferences post-Brexit
NN Investment Partners revealed this week it is retaining a preference for equities, real estate and spread products, post-Brexit.
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Fund manager profile: Legg Mason’s Bill Hench
Legg Mason’s Bill Hench talks about his love of the small cap universe, investing in individuals and how the US is set to lift the global economy
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Schroders picks out its biggest fears
Some of Schroders best known fund managers have picked out what they see as the biggest concerns for investors in the near term.
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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.
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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.