US Equities
-
Short term volatility likely around US election but Inv. Co. managers still optimistic
It’s a pivotal moment for investors in the US – as it is for those right across the globe. The US presidential…
-
Fed recalibrates monetary policy to avoid recession | Analysis from Invesco’s Kristina Hooper
In her latest insights, Kristina Hooper, Chief Global Market Strategist, Invesco, reflects on the latest central bank moves and tells us all…
-
PGIM survey: Investors to continue risk-on appetite in 2025, despite geopolitical uncertainty
A new survey from PGIM, the $1.33 trillion global asset management business of Prudential Financial, Inc., finds that amid trade tensions between…
-
“A slowing economy – but not one falling off a cliff” investment strategists share reaction to latest US jobs data
With the latest US jobs data released today pointing to a weakening US economy, there’s clearly much more being read into this…
-
Why markets are getting nervous as the first US rate cut draws near | Analysis from AJ Bell’s Russ Mould
“A third consecutive interest rate cut from the Bank of Canada continues the trend toward lower headline borrowing costs, at least in…
-
Podcast #89: Are we set for more market volatility? With Jupiter AM’s Huw Davies
There’s been a lot going on with market moves of late with plenty of volatility to keep investment strategists on their toes.…
-
Guest insight | Marlborough’s Sheldon MacDonald explains how the big tech wobble has exposed the folly of non-diversification in portfolios
Sharing his views on why diversification within investment portfolios is key and why Markowitz’ MPT still holds good today, Sheldon MacDonald, CIO…
-
Election clean sweep for Republicans won’t spell doom for US stocks, according to new global fund manager survey
Investor expectations for interest rates and inflation remain historically wide, while the upcoming US election is likely to be much more of…
-
US equity funds bounce back in Q1 2024 with £1.5 billion inflow
UK investors returned to the fund markets in March 2024, resulting in inflows to the tune of £446 million, according to data…
-
Evelyn Partners Active MPS team: How we are playing US equities in big election year
As the US moves ever closer to the 2024 presidential elections on November 5th, James Burns lead manager of the Evelyn Partners Active…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.