US Equities Archives - Fund Selector Asia

Top Trumps: US equities – 24 April 2025

This week FSA provides a quick comparison of two US equities funds: the BlackRock GF US Growth fund and the JPM US Growth fund.

The asset manager finds opportunities in high quality US growth companies, dividend-payers and EM Asia.

Scope to cut interest rates will cushion Asian economies, according to the CIO and chief economist of Eastspring Investments.

Gordon Happell joins after 10 years at Columbia Threadneedle.

Over a half of replies to an HSBC GBP survey were bullish on the S&P 500, Hang Seng Index and Strait Times Index.

The asset manager has been dialling down its high yield exposure on rising recession risks.

Shifting market dynamics are leading to downward revisions in US earnings, says Invesco.

The top-performing US growth funds of last year have been hit the hardest amid the recent sell-off.

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.