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Fund Managers Pile Into US Equities at the Expense of EM Stocks ...


Fund Managers Pile Into US Equities at the Expense of EM Stocks ...

Concerns about China's economic growth led to a massive shift into U.S. equities and away from emerging market stocks over the past month, ...

Fund managers pile into US equities, allocations reach 11-year high

Global fund managers are the most overweight to US equities since August 2013 on the back of the election of Donald Trump as US ...

BofA Says US Equity Exposure Surges to 11-Year High After Vote

(Bloomberg) -- Investor exposure to US stocks jumped to the highest since 2013 after the presidential election, on optimism around stronger ...

Investors pile back into equities amid 'full recovery' in market ...

Investors who slashed their equity exposure during a bout of market volatility in early August sharply increased their holdings as global ...

Investors flee thematic ETFs as stock benchmarks soar - Reuters

Investors are leaving exchange-traded funds tied to specific themes, such as artificial intelligence and video gaming, as they flock to ...

Hedge funds pile into US Treasurys

Hedge fund managers are increasingly positioning themselves for a further correction in the global economy and equity markets, by taking safe-haven bets ...

Outlook on Emerging Markets | Lazard Asset Management

Attractive valuations: In our view, EM equity is one of the most mis-priced asset classes globally, with valuations remaining very inexpensive ...

Asset managers fret over lost gains as investor cash piles up on ...

Investors have been stubbornly sitting in cash, hurting bottom lines for asset managers and forgoing gains on more than $1.5tn during a record bull run.

Why U.S. Equities Have Beaten International Equities Since 2010

A US equity-heavy portfolio likely outperformed one tilted toward non-US stocks by a wide margin regardless of manager talent.

Emerging market stocks appear attractive

... to underperform companies that repurchase shares ... investment management fees and other expenses relating to the management of the account.

Investment News and Insights | BlackRock

Rick Rieder explains how the US economy is resilient, the government debt issue and how to invest in stocks and bonds in the months around the election. Reasons ...

Bullish fund managers pile into shares - Citywire

With the US looking expensive and Brexit uncertainty putting investors off the UK, the eurozone, emerging markets and Japan remain fund managers favourites.

Baillie Gifford Emerging Markets Leading Companies Fund

All attribution figures are calculated gross of fees, relative to the Index from stock level up, based on closing prices. As Attribution is ...

CWM Issue 513 chapter 6 - Powered by Ceros

US equities – and the high-flying tech sector in ... Managers' allocations to US stocks are well above ... pile into the high growth and quality names that dominate ...

Bullish Investors Pile Into EM, European Stocks in March, BofA ...

LONDON (Reuters) - Upbeat investors rushed into emerging market equities in March at the fastest pace since April 2017, and into euro zone ...

Why active trumps passive in emerging market equities - Schroders

Given the low cost of accessing EM beta, active managers in EM have ... in. EM stock markets should be positive for fund managers with active investment processes ...

China's ETF outflows captured elsewhere in Asia | Franklin Templeton

Pandemic-era supply chain issues hastened its successes in luring foreign tech firms. Now, equity investment flows are following suit. Dina Ting ...

Alternative Strategies Fund 10-Year Anniversary Q&A - iMGP Funds

While the U.S. stock market is by most measures a very high-quality asset, our view is that it isn't cheap, and in fact is probably somewhat overvalued. It was ...

Margetts piles into cash and deserts U.S. equities | Reuters

Boutique fund of funds manager Margetts is running record cash levels of around 20 percent across all its portfolios in response to increasing volatility in ...

A $7 Trillion and Growing Cash Pile Defies Wall Street Skeptics

They were wildly off. For while the rate cuts came and stocks soared, companies and households have kept shoving cash into money funds, pushing ...