Morningstar: Trump’s tariff plan is the biggest wild card for US equities
The tailwinds that propelled the US in 2024 are receding, and tariffs add another unknown to the mix, writes Mark Preskett
US Equities
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AJ Bell eliminates alternatives in 2025 strategic asset allocation
AJ Bell releases 2025 strategic asset allocation
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Ninety One: Why investors should be optimistic this Blue Monday
There are glimmers of opportunities amid uncertain global market conditions, writes Paul Vincent
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The best performing funds of 2024
Funds investing in US tech topped the charts in 2024, but some more specialist portfolios also delivered outsized returns
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Lipper’s John: US equity investors buck the active-to-passive trend
Of £21.3bn of UK investors’ money in US equity funds, only £167m has gone to trackers in the last year
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Morningstar: Time to look beyond the US
Overlooked equity markets around the world offer much cheaper entry points than expensive US stocks, writes Mike Coop
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The undervalued markets where managers are diversifying away from the US
Share prices in the US have reached dizzying heights, making cheaper equity markets more attractive
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The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year
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FundCalibre: US mega caps are at tipping point
Fund managers warn of ‘a day of reckoning’ as US valuations and market concentration reach all-time highs, writes Darius McDermott
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Algebris: Could a Trump presidency buoy US financials?
Trump’s deregulation mission could boost US banks, according to Mark Conrad
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FundCalibre: The areas to watch under a Trump presidency
With speculation circling the new president’s potential policies, Darius McDermott examines the crucial areas for investors to watch
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BlackRock launches top 20 S&P 500 ETF
The fee is 0.2% and the ticker is SP20