US stocks in strong position
US recovery is not a ‘dead cert’ but the signs are good for those looking to invest in US stocks, according to a range of experts.
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a us fund worth reading about
A US equity fund that has held fewer than 100 companies over a quarter-century and has an annualised return of 14.2% since 1989, has just become available to UK DFMs and wealth managers, so what is the snag?
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high yield and em blackrock credit focus
Russ Koesterich explains why he favours the particular credit areas he does given his negative outlook for Treasuries.
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what does the sequester mean for investors
Now that the sequester has hit, what will the $85bn in federal spending cuts mean for the US economy and markets? In the very short term, the answer is…
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make sure clients in next record breaking
Much has already been said about the Dow Jones Industrial Average reaching an all-time high earlier this week, but less about the hidden forces at play which could help you identify the next stock market to benefit from such a surge.
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from china crisis to war in Iran wade risk
Keith Wade takes a global roadtrip to assess where the macro risks are and how likely they are to impact on his investment strategy.
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fiscal drag could wipe out us gdp growth
As the US tax cuts delayed from 1 January kick in, Russ Koesterich looks at the effect on US GDP growth as well as its equity markets and what it all means for investors.
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second time round tough political leaders
A number of political leaders are in their second stint of power with others hoping to join them so Patrick Schotanus examines whether the pressures they saw first time around are abating or still a-biting.
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europe evolution in ETP structure
Exchange-traded products now hold more than $2trn in AUM with product and structural changes largely driven from the more mature US market. The pace of that change, argues Hector McNeill, is about to quicken up and be led instead by Europe.
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cyclicals or defensives for US growth
Johan Jooste gives his earnings-based argument for why he thinks cyclicals is the way to play US equities for growth in 2013.
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treasury yields increase
Russ Koesterich discusses the problems he sees with US treasuries despie the improving economic backdrop in the US.
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us equity funds storm ahead in jan
More than half of the top-performing funds in January were US equity funds, with fiscal cliff aversion at the start of the month paving the way for a widespread stock market rally.