FundCalibre’s McDermott: Unmasking the opportunities and risks of the ‘Magnificent Seven’
Is the narrow performance of US tech giants desirable or sustainable?
US Equities
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Morgan Stanley launches American Resilience Equity fund
Open to UK investors following launch of Luxembourg vehicle last year
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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
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Baron Capital launches UCITS version of US all cap growth fund
Managed by Ron Baron and Michael Baron
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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
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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
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‘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
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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
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Federal Reserve ‘more hawkish than expected’ as it pauses hikes
Jerome Powell indicated another hike this year is on the cards
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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
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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