US equities ditched at fastest rate ever
Bearish move prompted by worries over the global economy
US equities
-
-
Janus Henderson: UK investors up home bias in rotation away from US equities
Investors dropped their US exposure ‘well below the global average’ and retreated to UK equities as global market volatility mounts
-
Invesco upgrades ex-US equities as it stays cautious
‘Shifting market dynamics are leading to downward revisions in US earnings’
-
Morningstar: Only 14.2% of active managers beat passives over the past decade
Active fund performance was especially poor in large-cap equities, making it ‘increasingly difficult to justify their higher fees’
-
Analysis: 25 years on, is this dotcom bust 2.0?
Investors are starting to voice concerns as the magnificent seven’s market dominance shows signs of slowing down
-
RSMR’s Rayner: Is now the time to make active management great again?
CEO questions whether it’s time for investors to ‘broaden their outlook on developed markets’
-
ARC: Sector diversification beats geographic in the age of the magnificent seven
Equity market performance of countries has become much more correlated
-
Has the UK been left behind by the growth wave?
The UK is one of the few major markets to lack any technology presence, but its unique composition offers diversification opportunities
-
One in three UK investors increasing exposure to foreign equities
Research from ETP provider GraniteShares
-
‘Momentum remains dismal’: UK GDP increases by 0.1% in Q4 2024
An upside surprise versus consensus forecasts of a 0.1% fall
-
IA: Net retail outflows slow to £1.6bn in 2024
UK equity funds suffer £783m in net retail outflows
-
BlackRock maintains US overweight in AI wobble
BlackRock believes AI remains in ‘buildout’ phase