Doll a return to normal after bad weather
Former BlackRock equity specialist Bob Doll predicts a return to ‘normal’ as volatility picks up in the year ahead.
US Equities
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Amundi launches ETF for US equity fund range
Investors seeking exposure to US equity funds can now access the new Amundi ETF.
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US set best for growth or a value this year
Last year was the best year for US equity investors since 1995, so Paul Quinsee looks at whether the US has run its course or whether investors should choose between a growth and a value path fro new US equity investing.
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JPM to open Oeic version of US equity Sicav
JPMorgan Asset Management is launching a UK Oeic version of its American Equity Luxembourg Sicav, available from 31 January.
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Weldons task
Every investor should have a view on the US, but with so few funds beating the S&P 500 genuine alpha-generating managers are often hard to find, especially those running money out of London.
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Kames Capital takes Carolyn Bell on board
Kames Capital takes Carolyn Bell on board for North America equities team.
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Energy the contrarian bet for 2014
Despite underperforming the past two years, all hope is not lost: energy investments could play out favourably for those willing to risk it.
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Buyout deals see uptick in value
Private equity buyout firms have had their strongest year of deal making since before the global financial crisis.
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Threats will be external not US says Schroders
Schroders Joanna Shatney said the biggest threat facing her next year was that of an external monetary policy mistake, with the proximity and importance of the election in Q3 likely to dampen the threat of any domestic political manoeuvring.
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If it looks too good to be true it probably is
Catalysts for a further re-rating of stocks above their long-term average are few and far between, but despite this, investor appetite remains high, writes Tim Short, Chief Risk Officer at City Financial.
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Where will Siddles fit in at Jupiter
Robert Siddles joins Jupiter with a stellar reputation in US investing, but his continued success will depend upon a prolonged small cap rally, and how his new employer utilises his talents.
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Taper tantrums and the Feds future
It's clear Janet Yellen faces challenges ahead at the Fed, on a personal level as well as professional one with commentators already looking to get a handle on who she is and what she stands for, and getting the nicknames ready.