GAM’s Howard: Cracking the asset allocation code amid ‘flashing red’ valuations
The CAPE ratio for US stocks is ‘well above’ its long-term average
US Equities
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JP Morgan AM’s Clare Hart to retire
Hart is a manager on the firm’s Equity Income, Focused Equity Income, US Value and Active Value strategies
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Avoiding the scrum: Columbia Threadneedle’s Adam Norris on equity market concentration
Ahead of the 2023 Rugby World Cup, the investment manager draws parallels between the tournament’s narrow pool of winners and the S&P 500
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Calastone: Equities funds shed £1.19bn in August as money markets soak up more cash
UK equities funds once again struggled to retain money
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Nvidia ‘sprinkles magic dust on the markets’ with stellar sales
The company reported forecast-beating revenue of $13.5bn (£10.6bn)
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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
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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%