us significant risk to global growth
Tristan Hanson examines the case for global growth picking up in the second half of the year though there are potential hurdles not long afterwards.
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SIG Global Dynamic adds aggressive US exposure
The Skandia Global Dynamic Equity Fund has added an aggressive US mandate through Cupps Capital Management.
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pa analysis mundy US mandate not great move
Investec’s Alastair Mundy is a blooming good fund manager with a proven long-term track record and an enviable reputation among his peers in the industry. But is giving him a US equity mandate one step too far?
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policy clarity needed spur equity revival
Bob Doll reiterates his positive view on US equities explaining why investors should not, however, expect a smooth ride and that politicians have as much say in its future direction as markets themselves do.
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looking beyond macro reveals healthy us technos
Bill O’Neill looks at the micros not just the macros in the US and predicts a bumpy short-term ride for the US technology sector but with a far healthier long-term picture.
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pa analysis if arsene wenger can prove it works
Fund houses are speeding up their distribution strategies and physical presence in non-UK, US and European countries so should you follow suit?
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ich bin ein europäer dinning
Bill Dinning compares the state of Europe and the US and assesses how their economic problems could be resolved – or at least how they could put a plan in place to resolve them – through a political solution.
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martin currie strengthens north american team
Penny Kyle has joined Martin Currie Investment Management’s North American equities team as an investment director.
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Fed chooses Twist above QE
The Federal Reserve has extended Operation Twist and is to spend a further $267bn on long-dated securities by the end of the year.
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fed policy will encourage next risk on phase
Bob Doll explains why he thinks the cyclical bull market for US equities remains intact although Bernanke’s next policy announcements will be crucial in driving the next phase of ‘risk on’ investing.
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us economy fragile but still holding together Doll
Weaker-than-expected job data and a decline in equity and commodity prices contributed to a fall in US stock prices but Bob Doll still sees reasons to be cheerful.
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us economy stable but needs round the clock care
The US economy may still be expanding but Neil Williams suggests that its monetary and fiscal stimuli still need to remain in place with interest rates and inflation likely to stay low for the next couple of years.
