FSA compares two US equity products: the Franklin Templeton US Opportunities Fund and the Merian North American Equity Fund.
Tag: US Equities
Time to rotate out of crowded US defensives?
Cyclical stocks have become more attractive, argues Pinebridge Investments.
HEAD-TO-HEAD: MFS versus Robeco
FSA compares two US large-cap products: the MFS Meridian US Value Fund and the Robeco BP US Large Cap Equities Fund.
Trade dispute low risk for US equities, Allianz GI says
Doug Forsyth, CIO for growth and income strategies at Allianz Global Investors, expects US corporate earnings to be positive, which should drive the equity market this year.
Will US equities continue to rise?
The outlook is positive for the asset class, but investors should not expect double-digit returns in 2020, according to a Franklin Templeton fund manager.
HEAD-TO-HEAD: Miton versus Schroders
FSA compares two US equity products: the LF Miton US Opportunities and the Schroder US Mid Cap Fund.
Equity run is not over, SSGA says
State Street Global Advisors is positioning its funds “defensively in an active way” as it expects a slowdown not a recession, according to the asset manger’s Asia Pacific head of investments.
Manulife AM adds another Philippine feeder fund
Since 2017, the firm has launched six mutual fund products that offer domestic investors offshore exposure.
Finding growth outside the Faangs
“Power compounding” growth stocks outperform peer companies on a five-year growth horizon, argues Julian Cook, London-based portfolio specialist at T Rowe Price.
HEAD-TO-HEAD: AB versus Blackrock
FSA compares two US large-cap equity funds: the AB Select US Equity Portfolio and the BGF US Flexible Equity Fund.