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.
BlackRock is putting plans in place to launch an absolute return Sicav based on securities in the US, Canada and Latin America.
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.
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%.
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.
Simon Brett argues the long-term case for opportunities in the US centred on positives such as education, population dynamics and world class companies.
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.
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.
Major fiscal reform is essential if the US is to avoid being dragged back into recession, according to renowned economist Nancy Lazar.
Natixis Global Associates has announced the launch of a US value fund managed by Harris Associates for UK investors.
Schroders is to add to its onshore Alpha Plus range with a US fund, as it names the region “relatively attractive” in the current “miserable to diabolical” economic environment.
Deutsche Bank’s strategists look at the prospects for US growth given where we are now and how things might develop next year – all on a framework of where the US was in 1993.
