Political noise from Washington is likely to increase in volume A recent visit to the US to meet fund managers, strategists and analysts left us reassured that, for now, the US economy is in decent shape. But we were not convinced market momentum would be sustained. The S&P reached a record high during our visit, […]
Goldman Sachs has predicted that cash will soon become a worthy investment as energy companies and tech stocks suffered a sell-off in the US overnight. An oil price fall as sharp as 7 per cent led to the S&P 500 and Dow Jones industrial average surrendering the gains they had made in 2018. Both indexes are […]
The influence of a fund’s style is important, especially when investing in such an efficient and broad market as the US equity space. To give an example, the 10 top-performing funds over the past five years in the IA North America sector all happen to sit in the large-cap growth space according to Morningstar, whereas […]
Solid returns have been witnessed across the board within the North America sector, but only time will tell whether or not the growth enjoyed by investors can continue The American Dream is the long talked about ethos of the United States; the dream of opportunity for prosperity and success. But is this the case for […]
There are signs trouble may be on the horizon around the world The leading story of 2018 is continuing to develop as we move closer to the end of the year. This story is the strong outperformance of the US economy and its equity markets, while the rest of the world lags behind. But like […]
Invesco has sealed a deal to acquire OppenheimerFunds as the firrm looks to break into the top 10 global investment managers. The deal will see OppenheimerFunds parent Massachusetts Mutual Life Insurance Company sell the asset manager to Invesco, with MassMutual taking a 15.5 per cent stake in Invesco in return. Invesco will manage $1.2trn (£920bn) […]
Economic relationships change, meaning that predictions can often prove wrong Much of Europe has enjoyed an unusually warm summer. But as the nights draw in and leaves turn brown, winter is somewhere around the corner. Like summers, economic expansions do not last forever. As the US expansion approaches its 10th birthday, investors may wonder how […]
A deeper look into how to make sustainable investing possible through the use of passive funds Sustainable investing has become a hot topic as more and more investors are looking to align their investments with their values. The market share of European equity funds that consider environmental, social and governance factors has almost doubled to […]
For a while now, talking heads have been banging the drum about a dollar liquidity squeeze. Effectively, as the US Federal Reserve tightens rates, the better returns suck money out of higher-risk markets back to the “safe haven” of the US. But we believe most developing markets are less susceptible to this risk than in […]
People are increasingly aware of responsible investing but questions remain over the returns As we move from the industrial age to the information age, society’s attitude towards protecting the planet has changed considerably. The results of the damage being done to the environment, in the form of more frequent and more intense natural disasters, are […]
This month marks the 10-year anniversary of the start of the global financial crisis in 2008. While it began with the sub-prime mortgage market disasters of the previous year, the collapse of investment bank Lehman Brothers was what sparked the full global crash, according to most commentators. To commemorate the past decade and how it […]
Wall Street titan Goldman Sachs has moved into retail finance in the UK as it launches a new savings bank. The bank is opening its doors to less affluent consumers with an online access account that can be opened with a minimum £1 deposit. The Times reports that the new savings bank, named Marcus after […]