In the next 12 months, research suggests that allocations to China equity funds will be up while US and European equity product exposure will decrease, according to data collected by FSA.
Tag: US Equities
HEAD-TO-HEAD: Alliance Bernstein vs Columbia Threadneedle
FSA compares the AB American Growth Portfolio and the Threadneedle (Lux) American Fund.
J Safra Sarasin sticks with US equities
The bank believes US company earnings will continue to grow despite the record length of the S&P’s bull run, according to Jan Amrit Poser, the bank’s chief strategist and head of sustainability.
Blackrock downgrades China equities
The firm has reduced its China equities position amid slower growth and rising trade tensions with the US, according to Wenjie Lu, China investment strategist.
DBS: Go overweight cash amid trade tensions
As stock market volatility continues, DBS Bank advises clients to cash out part of their equity holdings and take a wait-and-see approach, according to Hou Wey Fook, chief investment officer.
SSGA stays overweight US large caps
The US large cap equity market gets the firm’s biggest overweight, while exposure to Europe, Japan and emerging markets is reduced, according to Kevin Anderson, Hong Kong-based head of investments for Asia-Pacific.
JO Hambro: Tax cuts to benefit US small caps
The US tax cut bill, passed at the end of 2017, is going to disproportionately benefit small and mid-cap companies beginning in 2019, argues JO Hambro’s senior fund manager Vince Rivers.
Private banks neutral on US equities
US companies are expected to have high earnings this year, but Bank of Singapore, UBS Wealth Management and Deutsche Bank Wealth Management are finding more opportunities in other equity markets.
HEAD-TO-HEAD: Franklin Templeton vs OMGI
FSA compares two US equity products: the Franklin Templeton US Opportunities Fund and the Old Mutual North American Equity Fund.
US equity growth funds top in 2017
US growth-oriented funds have outperformed the North America equity sector by a huge margin, while US value-oriented funds have underperformed, according to data from FE Analytics.
