1191 briefings from 375 companies
In this paper, we explore the current environment, potential opportunities and uncertainties that interest rates will have with London-based Regina Borromeo, a Portfolio Manager at Brandywine.
Published:31 July 2014
Business Area:Fixed Income
The US is on the brink of an era of prosperity that may last for decades and this should enhance the prospects of US smaller companies, says Robert Siddles, the manager of the Jupiter US Small and Midcap Companies Fund.
Published:28 July 2014
This paper explores multiple issues of current importance for the economy and financial markets including stock market performance and volatility, how the US can achieve faster GDP growth and the need to be more selective about securities and favour higher quality issues going forward.
Published:16 June 2014
This informative market insight explores whether or not market fundamentals support current equity valuations. It includes a look at key factors impacting the profit outlook now, and explains why fundamentals matter more as valuations become fair or higher.
Published:06 June 2014
How did the market rise so strongly last year? Where are the opportunities in 2014? Is now a good time to be a US Equity Investor?
Published:25 April 2014
We are continuing to experience a very mixed market. Despite some indicators showing M&A activity is ahead of last year, including some pockets of intense activity and some key “mega-deals” being announced, these headline numbers do not give the full picture.
Published:23 February 2014
Simon Edelsten, manager of the Artemis Global Select Fund, explains why he sees some of the best investment opportunities coming from the USA and Japan in 2014.
Company:Artemis Investment Management
Published:29 January 2014
Alpha to trump beta in 2013: After four years where beta dominated, we believe alpha will make up a bigger slice of the (smaller) returns pie in 2013. Asset classes, regions and countries will be less correlated, in our view, with lower systemic risk and higher company-specific risk.
Published:08 April 2013
Jim McCaughan, CEO, Principal Global Investors and Bob Baur, Chief Global Economist, Principle Global Investors discuss their thoughts on the legislation that was pushed through the House of Representatives to avoid the dreaded U.S. fiscal cliff.
Company:Principal Global Investors
Published:11 February 2013
Leading fund managers have been increasing their allocation to the US in recent months as strong economic data and a powerful start for markets in 2012 helped boost sentiment. Our panel will be discussing prospects for the US equity income sector in this election year and whether recovery can
Company:The Big Debate
Published:26 July 2012