Invesco says growth and employment figures now driving markets as it takes defensive position
Tactical asset allocation update notes a fundamental shift
US equities
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Liontrust neutral on US equities due to small cap hopes
US smaller companies have underperformed and they now offer good value
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Sector in review: IA North America
Adam Lewis looks at whether investors should be placing their faith in US companies
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Wisdomtree’s Pierre Debru: Are magnificent seven gains finally about to rotate?
A few catalysts may be aligning
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Rathbones’ David Coombs weighs in on a second Trump presidency
Coombs outlined the challenges and the assets that could do well
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Premier Miton’s Rayner: Will this year be a game of two halves?
Rayner considers whether a correction is due
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AJ Bell: The five key trends driving UK and US shares
Valuations are rich but there are reasons to believe further gains are coming
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Quilter Cheviot adds Artemis US Smaller Companies fund to MPS
Added to North America building block
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‘Worst is behind us’: Why T Rowe Price is upping equity allocation in multi-asset portfolios
Weightings to government bonds and cash reduced
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Liontrust’s Husselbee: We’re still bullish on equities but expensive areas at risk
Firm’s head of multi-asset outlines his views on the market
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Evelyn Partners MPS team exits JPM fund and sells down Federated Hermes EM mandate
JP Morgan US Equity Income and Hermes Global Emerging Markets funds switched for BNY Mellon and Baillie Gifford offerings
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Pimco: Multi-asset investors should expect regional divergence
Firm sees a ‘target-rich environment’ for multi-asset portfolios