Five US funds achieving stellar returns without riding the coat tails of the S&P 500 index
Using FE data, Portfolio Adviser shines a spotlight on the actively-managed US funds beating the S&P 500
US Equities
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Baillie Gifford US trust reveals portfolio changes as it seeks to close 17.6% discount
The trust has sold several holdings including Peloton, Carvana and First Republic
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US and Indian equities lead the way in BlackRock ETP flows report
July was the second-highest inflow month this year for equities ETPs
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Are US equities overvalued, or are valuations just high?
Given high valuations relative to peers, fund managers give their views on the prospects for US equities over the medium-to-long term
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Schroders appointed manager of International Biotechnology Trust
Portfolio managers Ailsa Craig and Marek Poszepczynski staying on
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Quilter trims US mega caps and ups fixed income exposure
Quarterly rebalance of its WealthSelect offering
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Fed’s ‘well-telegraphed’ rate rise seen as the end of this hiking cycle
US base rate up to a target range of 5.25% to 5.5%
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Polar Capital tech trust eyes AI-powered resurgence after tough year
The trust’s closing share price was 4.9% down on the year before
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Square Mile CIO: Blunt tool of rate hikes will cause corporate casualties
Harries said the ‘fairly blunt tool’ of base rate rises is to blame
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Weekly outlook: Barratt Developments and Burberry to report
Key events for UK wealth managers for the week starting 10 July
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Liontrust to launch sustainable US growth fund
The Liontrust GF Sustainable Future (SF) US Growth Fund will be open to investors in July
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Investors must be wary of ‘AI losers’ as tech valuations spike
There will be big losses made by investing in AI, as well as profits
