US equity

Latest news and analysis on US equity

Asset Allocation

BlackRock Investment Institute reduces equity risk, goes overweight EM debt

The BlackRock Investment Institute (BII) said it now sees trade and geopolitical frictions as the principal driver of the global economy and markets, and as a result...
Nick Grove
Nick Grove
Livewire Markets
Asset Allocation

Why Aviva Investors is long US equities, underweight EM

After starting 2019 with a decisively risk-on view in equities, global asset manager Aviva Investors has scaled back its preference for the asset class and taken its...
Nick Grove
Nick Grove
Livewire Markets
Asset Allocation

The cycle grew old before it got rich

The US equity bull market has just turned the ripe old age of ten. In market years, this is considered old-age. In fact, this bull market is the oldest on record using...
Tracey McNaughton
Tracey McNaughton
Escala Partners
Collections

The trade war's REAL impact on the world's biggest companies

February offers insights on companies and economies around the world, including the US and China, which are of particular interest this time around. This years’...
Livewire Exclusive
Livewire Markets

Kraft Heinz – canary in the coalmine

PM Capital
PM Capital
Education

A look back on the 1929 crash

In my last blog, I provided an overview of Vega Capital’s model for identifying and pre-empting recessions in the United States. Last Thursday (at WeWorks Martin...
Scott Shuttleworth
Scott Shuttleworth
Vega Capital

Red or blue? What to expect from the American midterms

Fidelity International
Fidelity International

7 reasons to believe the market hasn’t peaked

Ben Griffiths
Eley Griffiths Group

Time for steady hands

abrdn .
abrdn
Expert Insights

Not the time for a big position in equities

We sat down with Simon Doyle, Head of Fixed Income & Multi-Asset at Schroders Australia, and asked him how he would allocate a million dollars today. In his responses...
Livewire Exclusive
Livewire Markets
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