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.
Us
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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.
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blackrock planning an americas equity ar fund
BlackRock is putting plans in place to launch an absolute return Sicav based on securities in the US, Canada and Latin America.
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treat us mortgage and europe debt crises separate
Investors need to ensure they make what is a very clear distinction between the US mortgage crisis and the European sovereign debt crisis rather than lumping them both together under a ‘global financial crisis’ heading.
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bob doll us to post double digit gains in 2012
Bob Doll explains why US stock markets are set for a double-digit rise while its economy should be pleased with “muddling through” to grow by 2.5%.
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us corporates can ride out eurozone crisis
Paul Chew explains why he firmly believes US corporate strength will help it to weather the crisis in one of its key export markets, Europe.
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us long term positives above frontier markets
Simon Brett argues the long-term case for opportunities in the US centred on positives such as education, population dynamics and world class companies.
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democracy works against structural solutions
James Cullen argues that democracy is working against the reining in of government spending and fiscal union that are needed to put in place the necessary structural reforms on either side of the Atlantic.
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us the best bet for growth in 2012
When it’s three o’ clock in New York, it’s still 1938 in London, was Bette Midlers take on the divisions between the two great financial centres, while Ernest Hemmingway grumbled about the former being a town you come to for a short time.