US Equities Archives - Fund Selector Asia

Morningstar: Trump’s tariff plan is the biggest wild card for US equities

The tailwinds that propelled the US in 2024 are receding, and tariffs add another unknown to the mix, writes Mark Preskett.

A Natixis report on global financial institutions found that there is a consensus overweight to US equities going into 2025.

Cash is no longer king as rate cuts approach in 2025.

State Street Global Advisor’s (SSGA) Apac head of investment strategy has shifted positive on risk assets.

The world’s largest asset manager is bullish on US equities but underweight long-duration US treasuries and investment grade credit.

Lombard Odier CIO Michael Strobaek sticks with the firm’s overweight to US equities going into 2025.

Keiko Kondo, Schroders’ head of multi-asset investments for Asia, is bullish on US equities, Asian credit and gold, but pessimistic on oil.

FSA looks at five equity funds that have seen the highest returns in the days immediately following Trump’s election win.

Baillie Gifford’s US equity growth team, early investors in Nvidia, have sold roughly 40% of their stake in the semiconductor firm.

Instead of traditional portfolio managers, 30 analysts are allocated capital and given freedom to invest in stocks within their respective sectors.