politicians the biggest risk to US markets in 2013
Thomas Becket describes President Obama's deal over the New Year's Day tax cuts as a pyrrhic victory as the arguments have merely been delayed until February.
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us avoids fiscal cliff with compromise deal
The US government has reached to a deal to help the country avoid the looming fiscal cliff that threatened to send it back into recession.
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fiscal cliff dominates but us growth hopes persist
Many recent headlines about the US focused on the fiscal cliff – that $600bn package of automatic tax increases and government spending cuts that threatens to send the country back into recession.
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a letter from america
On a recent trip to the US, I met with more than 30 hedge fund managers, mostly operating in equity markets, and came away with a constructive view of where we are in the US recovery cycle.
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corporate consumer confidence combine boost US
While there are still a lot of 'ifs and buts', Béatrice Philippe and John Conti argue that consumer confidence is already rebounding in the US and corporate confidence may not be far behind.
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photo gallery portfolio adviser expert investor us
At the Portfolio Adviser Expert Investor US event, the wealth manager delegates heard about the lack of impact they could expect from the fiscal cliff that will be reached on – or pushed back from – 1 January next year.
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barings mandg warn against fiscal cliff fixation
Investors should not allow the headlines surrounding the US fiscal cliff to overshadow positive news playing out in the country’s consumer sector and housing market, Barings Asset Management and M&G agree.
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nine game changers for US equity returns
The US equity market has been the darling of fund pickers and managers alike in 2012, as those with a wide asset allocation remit have found its prospects more compelling than other markets across the globe.
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doll choppy but attractive US equities
In Bob Doll's final investment commentary before retirement, he leaves with a positive fundamental message for US stocks over bonds while also warning about continued short-term volatility.
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income investors little fear fiscal cliff
Despite concerns many have about the uncertainty that exists over the potential for spending cuts and tax rises in the US, Fiona Harris argues that dividends are still set to grow.
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obamas work has just begun
Last night saw Barack Obama win a second term as US president, overcoming criticism over his handling of the economy and strong competition from Republican candidate Mitt Romney.
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us equity income to lose from fiscal cliff
In the run-up to the US presidential election, investors became increasingly concerned by the ‘fiscal cliff’. While the consequences of this could be massive for most assets, one area that is worthy of further attention is its possible impact on US equity income funds.
