should you follow odey in backing the us
So Crispin Odey plans to increase exposure to the US in his flagship hedge fund at the expense of Europe; but should investors follow his lead into North American equities?
Us
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findlay park builds on impressive
The Findlay Park American Fund has made an impressive start to 2012 and remains the preferred way of “accessing a basket of US corporates”, according to Mick Gilligan, head of research at Killik & Co.
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the good bad and likely for us investors
Bill O’Neill assesses the positives from the six-month rally seen in the US, alongside the downside risks that are still there, to find out what it means for future asset allocation trends.
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us volatility the source for latest jpm etf
JP Morgan and Source have joined forces to launch an ETF based on US equity volatility.
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syz co imports us equity strategy into europe
Syz & Co is to make a new US equity strategy available to European investors, managed by Kansas-based Scount Investments.
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aberdeen adds us income to its inv trust range
Aberdeen is to recommend to shareholders that it changes the investment mandate of its Edinburgh US Tracker Trust to allow it to be managed actively and generate income.
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markets waiting for politicians to play ball
Watching todays pictures of an awkward David Cameron struggling to keep pace with basketball lays bare the lengths image-conscious politicians have to go to rack up on diplomacy points, particularly when the US public may soon call time on his ally President Obama.
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berry looks east and west for equity income
Berry Asset Management has swapped its Japan exposure for a greater allocation to Asia and the US as it widens it hunt for equity income returns.
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wrong to suggest us headed in one direction
Simon Cowell was quoted recently as claiming Brit boy band One Direction are about to literally explode in America. Its nice of our US cousins to volunteer to clean up the mess.
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pause ahead for straight line us equity growth
Bob Doll is still ‘risk on’ despite the buffers that he anticipates are lying in wait for US straight-line growth seen over the past few months.
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us economy entering self sustaining expansion Doll
Despite the negatives that still exist, Bob Doll explains why indicators such as upward revisions in Q4 data and falling unemployment numbers mean the US recovery is sustainable.
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making the right call on leading indicators
Like the President of the United States or, eh, Commissioner Gordon in Batman, I often imagine investment heads sat by a big red telephone ready to make that vital call on whether they are yea or nay on risk assets.
