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.
Tag: US Equities
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.
JO Hambro sees buoyant US bank sector
Despite stretched valuations in US equities and some predictions of an all-asset class market crash, Thorsten Becker, senior fund manager, remains optimistic.
Allianz sees shift to cyclical from defensive
European equities in cyclical sectors are far more attractive than defensive stocks, according to Klaus Teloeken, Allianz Global Investors’ managing director and chief investment officer for systematic equities.
SLI: US corporate tax cuts not priced in
US corporate profits are expected to grow 5-15% on average this year, said Andrew Milligan, Standard Life Investments’ Edinburgh-based head of global strategy.
Amundi’s Mortier warns on US equities
US equity valuations have become expensive on a price-to-earnings basis and investors are urged to stay away from them, according to Vincent Mortier, Amundi Group’s Paris-based deputy chief investment officer and global head of multi-asset.
Citi: Sector investing focus for 2017
Sector investing may come back in 2017 and an EM `stability premium’ could develop as the grand economic ideas of the new US administration are put into practice. Roger Bacon, Citi Private Bank’s Asia-Pacific head of managed investment, explains to FSA the 2017 landscape from a fund selector’s perspective.
Jupiter highlights short ideas in US equities
Safe stocks are no longer safe while high-growth tech stocks are likely to suffer amid rising interest rates, said Ivan Kralj, investment analyst on the absolute return strategy team.
