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US Equities
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Going global to unearth equity and bond value in 2025
The equity view: Justin Thomson, head of international equity at T. Rowe Price comments: We are emerging from a highly unusual period in…
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Industry experts react to latest Federal Reserve interest rate decision
Following the Federal Reserve’s latest interest rate decision to cut rates by 25bps, industry experts have shared their thoughts with IFA Magazine. Patrick…
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Quilter’s WealthSelect boosts US equity allocation as Trump sugar rush anticipated
Quilter’s WealthSelect Managed Portfolio Service has used its latest quarterly rebalance to increase its equity allocation to the United States following the…
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New US inflation data gives investment managers food for thought | Reaction
Key inflation data released in the US today has got asset managers talking, especially ahead of the second Trump Presidency which starts…
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Invesco: The four Trump policies most likely to impact economic growth
by Kristina Hooper, Chief Global Market Strategist, and Andy Blocker, Global Head of Public Policy and Strategic Partnerships As the US heads…
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Trump sugar rush to help US equities outperform, according to global fund manager survey
According to Quilter Investors’ latest Investor Trends Survey, fund groups overwhelmingly expect the United States to be the best performing equity market…
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Should investors put America first? Fidelity’s Tom Stevenson shares 3 US funds of interest
In this analysis, Tom Stevenson, Investment Director, Fidelity International, considers three funds for investing in the US from Fidelity International’s Select 50…
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Is Trump a Green Light for Convertibles and US High Yield?
The Trump election victory has been so far much more supportive for equities than for bonds. The prevailing risk-on mood suggests sticking…
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State Street Global Advisers: Is Trump a Green Light for Convertibles and US High Yield?
The Trump election victory has been so far much more supportive for equities than for bonds. The prevailing risk-on mood suggests sticking…
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Capital Group: Have investors missed the rally in stocks and bonds?
It’s been over a year since the Federal Reserve paused its rate hikes—a moment we believed would be a turning point for…
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