martin currie strengthens north american team
Penny Kyle has joined Martin Currie Investment Management’s North American equities team as an investment director.
Penny Kyle has joined Martin Currie Investment Management’s North American equities team as an investment director.
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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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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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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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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.
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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?
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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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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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JP Morgan and Source have joined forces to launch an ETF based on US equity volatility.
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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 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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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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