The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year
US Equities
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Trump tariffs: A looming disaster for the global economy?
SJP’s CIO Justin Onuekwusi looks at the potential impositions of blanket tariffs from a Trump presidency
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FundCalibre: US mega caps are at tipping point
Fund managers warn of ‘a day of reckoning’ as US valuations and market concentration reach all-time highs, writes Darius McDermott
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Yearsley: US Smaller Companies top November charts following election
Latin America and China worst-performing sectors for November
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US anticipated as top 2025 performer by 40% of fund groups
Europe anticipated as worst-performing region by 37.5%
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Algebris: Could a Trump presidency buoy US financials?
Trump’s deregulation mission could boost US banks, according to Mark Conrad
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FundCalibre: The areas to watch under a Trump presidency
With speculation circling the new president’s potential policies, Darius McDermott examines the crucial areas for investors to watch
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BlackRock launches top 20 S&P 500 ETF
The fee is 0.2% and the ticker is SP20
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Track to the Future – with William Blair’s Tom Ross
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
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Stonehage Fleming’s Gerrit Smit: How McDonald’s can shield investors from a US recession
Markets are bracing for low growth and weak cosumption – prime conditions for the chain to thrive
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T. Rowe Price launches core US equity OEIC
The latest launch as part of the firm’s $80.4bn US-domiciled strategy
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Saxo: Client optimism for equity markets softens
Saxo clients expect Europe to perform the worst of all regions in Q4