Richard Dunbar says investors will learn little from the debates or even the outcome to the US Presidential campaign though fund managers do have one over-riding concern, how to cope with the fiscal cliff.
Obama may be one of the most powerful men in the world but should he stay or should he go, there will be more important considerations when it comes to your US allocations.
Swip has unveiled plans to extend the geographical scope of its fixed income business, starting with the hire of US-based investment grade analysts.
Recent indicators have suggested the US housing market could be on the brink of recovery, leaving investors looking for ways to gain exposure to the change in circumstances.
The US housing market, “where the problems all started”, is a bright spot in an otherwise BBB (brittle, bumpy and below-par) recovery, according to Schroders’ chief economist Keith Wade.
Neil Williams suggests that whoever wins the US election next month, QE is likely to be extended through 2013 with any continued growth remaining fragile.
Principal Global Investors has launched Edge Equity Income Fund, a US large-cap focused vehicle designed to provide long-term growth in both income and capital.
Bob Doll is looking at 2% GDP growth in the US into 2013 with interest rates at 0% into 2014 yet still picks US stocks above global benchmarks.
Bill O’Neill takes a look at what the US political and economic backdrop could be like at the start of next year asking, among other questions, what if Mitt Romney wins November’s election?
Equity markets are up and bond yields are down but Bob Doll says this is overshadowed by weak market confidence and reliance in policy makers whose actions cannot be predicted.
It was Franklin D. Roosevelt who, in light of the Great Depression, said the only thing to fear is fear itself. Its advice that rings true today given the industrys infatuation with the Vix, the so-called fear index.
While describing the US economy as being “in a soft patch” Bob Doll explains why he thinks that any negative news is still outweighed by the positives.
