Peter Bates, portfolio manager for the Global Select Equity Strategy at T. Rowe Price says investors should separate the economy from politics.
Tag: US Equities
TRP agrees distribution partnership in Japan
The T. Rowe Price US Structured Research Equity strategy will be available to retail investors in Japan through Rakuten Securities’ online distribution platform .
AB: Why quality is key in US allocations as exceptionalism fades
Despite doubts over whether the US can continue to be an exceptional source of equity returns, investors can still find companies able to deliver consistent, profitable growth, says John H Fogarty.
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.
Franklin Templeton goes on the offensive
The asset manager finds opportunities in high quality US growth companies, dividend-payers and EM Asia.
Eastspring: US equities set to underperform
Scope to cut interest rates will cushion Asian economies, according to the CIO and chief economist of Eastspring Investments.
Axa IM appoints US equity portfolio manager
Gordon Happell joins after 10 years at Columbia Threadneedle.
HSBC: tech and geopolitics give mixed signals to rich investors
Over a half of replies to an HSBC GBP survey were bullish on the S&P 500, Hang Seng Index and Strait Times Index.
State Street: Recessions odds have increased
The asset manager has been dialling down its high yield exposure on rising recession risks.
Invesco upgrades ex-US equities as it stays cautious
Shifting market dynamics are leading to downward revisions in US earnings, says Invesco.
