Head to head: US small caps, big growth
Neil Birrell of Premier Miton and Artemis’s Olivia Micklem debate the merits of investing in US small caps
United States
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BofA: Investor optimism surges on back of rate cuts and soft landing hopes
Managers have upped equity and lowered bond allocations at a record rate, according to the BofA October global fund manager survey
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US jobs data gives Fed ‘reasons to cut, not to panic’
Commentators react as the S&P falls following the release of non-farm payrolls
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IA: Index trackers attract £3.4bn in July
Active funds lose £2.1bn, according to Investment Association
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Fairview’s Yearsley: August yields ‘mixed bag’ for fund trends
August marked by rate cut discussions and selloff at beginning of month
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Pridham report: Over half of UK fund groups grow net sales for third straight quarter
While 43% posted positive net flows to signal improving investor confidence
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Is there any point investing in the US actively?
Active funds don’t come close to the high returns of the index trackers, with many multi-asset managers cutting their active exposure all together
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US CPI inflation hits 2.9% ahead of September Fed decision
Industry commentators predict September rate cut from the Fed
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Premier Miton’s Birrell discusses risks of ‘benign’ market
Neil Birrell talks market complacency and bond exposure
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AllianzGI’s Maisonneuve: Why China still has a place in portfolios despite tariff threat
Global CIO equity discusses the outlook for EVs and Chinese equities amid ongoing volatility
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Industry reacts to Kamala Harris candidacy and market moves as Biden bows out
Biden withdraws from presidential race, endorsing Vice President Kamala Harris in his wake
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US CPI sparks rate cut discussion after downside surprise
Industry commentators weigh in on possibility of rate cut