Sophie Meatyard: How US equity funds might tap into the Covid-19 recovery
The Baillie Gifford American fund has returned 50% in just under two months
US Equities
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FE Fundinfo: US equities remain an expensive bargain ahead of Super Tuesday
Charles Younes reckons North American equities will shrug off the 2020 election campaign
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Harry Nimmo tops performance tables on Boris bounce
BMO Gam analysis highlights fund is up more than 20% over Q4 2019 alone
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Dan Kemp: Weighing up UK and US allocations
Investors should acknowledge the next decade of returns could look very different from the last 10 years
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Janus Henderson multi-asset team moves back to US equities overweight
‘There’s enough out there in order to hold off a recession’
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Schroders latest to launch US long/short fund
Man GLG revealed plans for a fund launch last week
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AllianzGI unveils Oeic version of US strategy
Micro-cap team sees opportunities in tech and healthcare
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Sophie Meatyard: Is there a cure for ‘misbehaving’ pharma?
Sector trailing other traditional late cycle winners despite strong earnings growth
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Felix Wintle backs Disney as he chases millennial cash
WWE and Live Nation also feature in US entertainment bet
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Darius McDermott: Beware US equities despite Trump master stroke
Fears of a full-blown currency war sent markets into another tailspin
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Artemis recruits analysts as personal reasons see Stephen Moore exit
William Warren to take over on one of the few remaining 130-30 funds
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Clare Hart banking on financials despite dovish Fed
Disagrees with UK commentators that US/China trade dispute is the next Cold War
