Calastone: Equity flows positive for first time in half a year
Improved market sentiment and rising prices tempted UK investors back
US Equities
-
-
First Eagle’s Bill Hench on buying tech stocks as a small-cap value investor
‘Can things get worse? You bet. But the cheaper they are, the better your odds’
-
Head to Head: Taking stock of the US
Anthony Willis of Columbia Threadneedle and Felix Wintle, manager of the VT Tyndall North America fund, argue the case for investing in US equities right now
-
FundCalibre’s McDermott: Unmasking the opportunities and risks of the ‘Magnificent Seven’
Is the narrow performance of US tech giants desirable or sustainable?
-
Morgan Stanley launches American Resilience Equity fund
Open to UK investors following launch of Luxembourg vehicle last year
-
Stonehage Fleming’s Smit: What investors need to keep watch for in Q3 earnings season
Expect to see exponential growth from what is still a low base in AI
-
Baron Capital launches UCITS version of US all cap growth fund
Managed by Ron Baron and Michael Baron
-
Invesco’s Aujla on US growth stocks, bright spots in small caps and why passive investing isn’t passive
Fund manager David Aujla, who runs Invesco’s Summit Growth multi-asset portfolios, explains where he is seeing opportunities
-
Brooks Macdonald’s Cady: Inflation slowdown and AI boosts case for US equities
The Fed’s data-dependent approach to central bank policy, and AI, has led Brooks Macdonald to up its exposure to US growth stocks
-
‘Not a time for major calls’: Six multi-asset managers explain their Q4 positioning
Six investors outline their thoughts on markets for the final quarter of the year and beyond
-
Central banks catch their breath: Will biotech shine again as rates stop rising?
Rate hikes tend to be bad news for ‘jam tomorrow’ sectors but the cycle is ending
-
Federal Reserve ‘more hawkish than expected’ as it pauses hikes
Jerome Powell indicated another hike this year is on the cards