Increased market uncertainty expected, but are portfolios ready?
Investors are expecting either a major upswing or a sharp decline, writes Saxo UK’s Dan Squires
US equities
-
-
State Street: US the only region investors are overweight
US equity allocations relative to the rest of the world are close to the most stretched in over 25 years
-
Balancing act: Are concentrated markets good for long-term gains?
Morningstar’s Michael Born discusses whether there is any longevity in returns being generated by a few market leaders
-
BlackRock launches top 20 S&P 500 ETF
The fee is 0.2% and the ticker is SP20
-
Premier Miton’s David Jane: These six stocks are profit magnets but share a key risk
Earnings growth for these companies has been outstanding
-
Evelyn Partners’ Hollands: How to play US equities post election
Fund picks for adding exposure
-
Analysis: To home bias or not to home bias?
After a decade of being seen as a poisoned chalice, good valuations and a wave of M&A activity are helping revive UK markets
-
Calastone: Equity funds suffer first monthly outflows since October 2023
Fixed income funds also shed record amounts of cash during August and September
-
Saxo Bank launches UK investment platform
Zero commission on 100 US stocks between 1 October and 31 December
-
Analysis: Should investors care about the US election?
As the US presidential election gets ever closer, investors are warned to strap in for a bumpy ride
-
Invesco says growth and employment figures now driving markets as it takes defensive position
Tactical asset allocation update notes a fundamental shift
-
Liontrust neutral on US equities due to small cap hopes
US smaller companies have underperformed and they now offer good value