Antipodes’ Savas: We see dotcom parallels as investors ignore valuation extremes
Valuations on mega-cap US stocks are at ‘dotcom era extremes,’ warns Alison Savas
US Equities
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IA: UK investment management industry reaches £9.1trn in AUM for 2023
Allocation to UK equities falls 10% in 10 years
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‘More erratic than a learner driver’: Tesla misses earnings expectations for fourth consecutive quarter
The 45% profit fall led to a 7.8% share price drop during after-hours trading
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Rathbones: Prepare for the unexpected when America votes
The two candidates offer starkly different routes for the US equity market, says Oliver Jones
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AXA’s Iggo: Why the US will keep outperforming
It would be unwise to bet against the US market’s continued dominance, writes Chris Iggo
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Square Mile: US funds steering clear of concentration and political risk
High returns in the US have investors excited, but its highly-concentrated and politically volatile nature have them nervous, writes Ajay Vaid
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Fiera Capital rolls out $6.1bn US Smid Cap Growth strategy in Europe
Due to strong demand for US equities
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Biden vs Trump: What to expect from the next biggest election
The UK has a new leader, but this year’s biggest election is yet to come
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Antipodes: Opportunities in AI are expanding beyond Nvidia
Markets have chosen Nvidia as the ultimate AI winner, but Alison Savas says other companies are stealing its thunder
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Janus Henderson’s Lloyd: You haven’t missed the market rally yet
Investors who played it safe should not be so quick to think they’ve missed the boat
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UK retail investors increasingly trading in US-listed single stock ETPs
GraniteShares survey found that 34% of retail investors plan to use ETPs in the year head
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Janus Henderson: US reports record-high dividend growth in 2024
Payouts were up 7% as Meta and T-Mobile launched their first ever dividends