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China loses out as US industries go home

Rising Chinese salaries and US wage stagnation are causing factory repatriation and a US ‘manufacturing renaissance’, managers and allocators say.

15 May 2012
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capitol hill

The investment case for North America remains strong, says Alliance Trust

North America continues to present a strong investment case, says Matt Strachan, head of North American Equities, Alliance Trust Investments.

15 May 2012
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AllianceBernstein launches fund for ex-Caxton manager across Europe

AllianceBernstein has launched a US equity absolute return strategy in Europe, managed by Kurt Feuerman whom the firm recruited from US hedge fund Caxton Associates last year.

24 Apr 2012
debt-support

US faces decade of austerity or rampant inflation, warns LGIM

The unbearable size of US sovereign debt means the country is close to a tipping point where it will be forced to choose between savage austerity measures or accepting long term above trend inflation.

04 Apr 2012
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Apple shares 'to hit $1,001 within a year'

Apple shares are set to hit $1,001 within a year, lifted by growth in China, according to a broker note from Topeka Capital Markets.

03 Apr 2012
capitol hill

Good banks, good growth, good opportunities in US, says Threadneedle

Cormac Weldon, Threadneedle’s head of US equities says that portfolio positioning reflects growing confidence in the region.

02 Apr 2012
usa flag

SYZ & Co launches US-managed sub-fund

SYZ & Co has launched a new US-managed sub-fund to its Luxembourg based Ucits-compliant OYSTER fund.

29 Mar 2012
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Manuela Thies captures US upswing at Allianz Global Investors

Manuela Thies, director and head of RCM Allianz Global Investors' Multi Asset MultiManagement in Frankfurt, has employed a mixture of ETFs and futures contracts to capture the upswing in US markets, as she says some active fund managers "can sometimes be a little bit too slow to capture these changes and market movements rapidly".

28 Mar 2012
marco-pabst-acpi

ACPI's Marco Pabst on the effects of US energy independence

With oil prices seemingly on the rise towards a record $150 per barrel mark, driven by geopolitical as well as supply-side problems, the issue of the US dependency on oil and foreign supply is again moving to the fore.

23 Mar 2012
australia-fundraising

Lombard Odier enters Australian market

Lombard Odier has entered the Australian private banking market through a partnership with local private wealth management company, JBWere.

22 Mar 2012
tony-renshaw-axioma

Axioma warns factor ETF investors to do careful analysis on products

‘Buyer beware' is the main message from analytical software provider Axioma to investors in the increasingly popular field of factor-based ETFs.

22 Mar 2012
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Stocks to move higher, says BlackRock's Bob Doll

Bob Doll, chief equity strategist of Fundamental Equities at BlackRock, says the rising price of oil will not be enough to put investors off chasing share prices higher.

21 Mar 2012
resignation

Goldman Sachs 'sidelines client interest', says resignation letter

Goldman Sachs has an environment "as toxic and destructive as I have ever seen it", according to Greg Smith, former head of the bank's US equity derivatives business for EMEA, who has published his resignation letter in the New York Times.

14 Mar 2012
mark-burgess-threadneedle

US natural gas one of themes of Threadneedle's Burgess

US manufacturers are on the radar of Threadneedle Investment's CIO Mark Burgess, as abundant cheap natural gas is giving energy intensive manufacturing a major cost advantage.

12 Mar 2012
devonshirehousemayfair

Loomis Sayles establishes European presence

Boston-based Loomis Sayles, a Natixis Global Asset Management subsidiary, has set up new offices in London to reinforce its client base in Europe and have real time access to European markets.

07 Mar 2012

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InvestmentEurope Fund Selector Forum France

InvestmentEurope's country specific forum for France takes place in Paris on 22 May 2012.

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InvestmentEurope Fund Selector Forum Italy

InvestmentEurope's country specific forum for Italy takes place in Milan on 12 June 2012.