US Equities Archives - Fund Selector Asia https://fundselectorasia.com/tag/us-equities/ Mon, 27 Jan 2025 06:37:13 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.1 https://fundselectorasia.com/wp-content/uploads/2020/10/fsa-icon-rgb-150x150.png US Equities Archives - Fund Selector Asia https://fundselectorasia.com/tag/us-equities/ 32 32 Morningstar: Trump’s tariff plan is the biggest wild card for US equities https://fundselectorasia.com/morningstar-trumps-tariff-plan-is-the-biggest-wild-card-for-us-equities/ Mon, 27 Jan 2025 01:15:00 +0000 https://fundselectorasia.com/?p=37291

The tailwinds that propelled the US in 2024 are receding, and tariffs add another unknown to the mix, writes Mark Preskett.

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]]> 37291 Report: GFIs are unanimously overweight US equities https://fundselectorasia.com/report-institutions-are-unanimously-overweight-us-equities/ Mon, 20 Jan 2025 04:31:35 +0000 https://fundselectorasia.com/?p=37237

A Natixis report on global financial institutions found that there is a consensus overweight to US equities going into 2025.

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]]> 37237 Pictet WM favours US equities, Europe fixed income https://fundselectorasia.com/pictet-wm-favours-us-equities-europe-fixed-income/ Fri, 10 Jan 2025 04:04:56 +0000 https://fundselectorasia.com/?p=37171

Cash is no longer king as rate cuts approach in 2025.

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]]> 37171 SSGA shifts positive on risk assets https://fundselectorasia.com/ssga-shifts-positive-on-risk-assets/ Fri, 13 Dec 2024 03:39:51 +0000 https://fundselectorasia.com/?p=37085

State Street Global Advisor’s (SSGA) Apac head of investment strategy has shifted positive on risk assets.

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]]> 37085 BlackRock doubles down on US equity overweight https://fundselectorasia.com/blackrock-doubles-down-on-us-equity-overweight/ Wed, 11 Dec 2024 03:10:47 +0000 https://fundselectorasia.com/?p=37069

The world’s largest asset manager is bullish on US equities but underweight long-duration US treasuries and investment grade credit.

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]]> 37069 Lombard Odier: Don’t diversify out of US equities yet https://fundselectorasia.com/lombard-odier-dont-diversify-out-of-us-equities-yet/ Mon, 09 Dec 2024 02:34:17 +0000 https://fundselectorasia.com/?p=37052

Lombard Odier CIO Michael Strobaek sticks with the firm’s overweight to US equities going into 2025.

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]]> 37052 Schroders favours US equities and Asia credit going into 2025 https://fundselectorasia.com/schroders-favours-us-equities-and-asia-credit-going-into-2025/ Fri, 29 Nov 2024 02:03:54 +0000 https://fundselectorasia.com/?p=36987

Keiko Kondo, Schroders’ head of multi-asset investments for Asia, is bullish on US equities, Asian credit and gold, but pessimistic on oil.

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]]> 36987 Five funds that have soared after the ‘Trump Trade’ https://fundselectorasia.com/five-funds-that-have-soared-after-the-trump-trade/ Tue, 12 Nov 2024 06:06:05 +0000 https://fundselectorasia.com/?p=36885

FSA looks at five equity funds that have seen the highest returns in the days immediately following Trump’s election win.

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]]> 36885 Early Nvidia bull Baillie Gifford sells down position https://fundselectorasia.com/early-nvidia-bull-baillie-gifford-sells-down-position/ Thu, 24 Oct 2024 04:24:57 +0000 https://fundselectorasia.com/?p=36722 Nvidia balloon

Baillie Gifford’s US equity growth team, early investors in Nvidia, have sold roughly 40% of their stake in the semiconductor firm.

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]]> 36722 Why analysts drive this $75bn US equity strategy https://fundselectorasia.com/why-analysts-drive-this-75bn-us-equity-strategy/ Mon, 21 Oct 2024 05:11:21 +0000 https://fundselectorasia.com/?p=36686

Instead of traditional portfolio managers, 30 analysts are allocated capital and given freedom to invest in stocks within their respective sectors.

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