May 2019
Fund Research
JPMorgan American
JAM has been re-invigorated by a new manager set-up, due to take effect at the end of May 2019...
14 May
14 May
Fund Research
Baillie Gifford US Growth
Baillie Gifford US Growth (USA) launched in March of 2018, aiming to produce long-term capital growth through investing in listend and unlisted US equities...
14 May
14 May
October 2018
Strategy
The Trump effect
Two years after the shock election of Donald Trump, we take a look at what the Trump administration has really meant for US markets and the trusts that invest in them...
31 Oct
31 Oct
Fund Research
BlackRock Sustainable American Income
A diversified portfolio comprised mainly of US equities, BRNA produced almost double the return in NAV terms of the Russell 1000 Value index in 2017, and has comfortably outperformed the benchmark so far in 2018...
31 Oct
31 Oct
Fund Research
JPMorgan American
One of few trusts in this sector to have outperformed the benchmark over five, ten and fifteen years...
31 Oct
31 Oct
May 2018
Strategy
Bright young things
Recent IPOs suggest alternative income fund launches are giving way to more traditional equity funds…
10 May
10 May
Fund Research
Baillie Gifford US Growth
The first new trust from the Scottish giant since 1985 targets only what the managers believe are 'exceptional' companies...
10 May
10 May
April 2018
Fund Research
The $23.9 trillion dollar question*
Are US equities, which have hit record highs on 71 occasions in the last 12 months, overpriced or are they actually trading at a price worth paying?
26 Apr
26 Apr
Fund Research
JPMorgan American
A North American equity fund which has outperformed the benchmark, which is notoriously hard to beat, over five, ten and 15 years
26 Apr
26 Apr
Fund Research
BlackRock Sustainable American Income
A large cap portfolio, focused on high quality companies, positioned for an inflationary environment with significant exposure to banks
26 Apr
26 Apr
January 2018
Value investing
What lies beneath
Following our research last year, we analyse the correlation between the performance of value stocks and bond yields and how many investors are unprepared for a change to the status quo...
29 Jan
29 Jan
Fund Research
Gabelli Value Plus+
A US equity trust managed by a highly-experienced team which has a long-term track record of delivering strong relative and absolute returns...
29 Jan
29 Jan
Fund Research
BlackRock Sustainable American Income
A large cap US equity portfolio offering a stronger yield than most of its peers, positioned for an inflationary environment...
16 Jan
16 Jan
June 2017
Strategy
Brave new world
We find out how the outlook appears today to you, and ask the top managers in each sector, region and asset class where they see the opportunities in it...
29 Jun
29 Jun
Strategy
What does the future hold for US markets?
As the 45th president of the United States settles into the role, BlackRock North American Income Trust co-manager Tony DeSpirito talks about the future for the North American markets in the wake of a new political and economic environment.
28 Jun
28 Jun
Strategy
American dream
We meet the chairman of JPMorgan US Smaller Companies and ask what she is doing to drum up interest and close the discount on this top performing trust...
28 Jun
28 Jun
Strategy
What's driving frontier markets?
Can political and economic reforms make a difference when it comes to looking for growth?
27 Jun
27 Jun
Strategy
Signs of continental shift
BlackRock's Stefan Gries explains what's driving opportunities in Greater Europe...
15 Jun
15 Jun
Strategy
Right place, right time
BlackRock's David Zhao and Franco Tapia explain how 2016 was a year of two halves for the US stock markets as the prospect of a return to growth improved the fortunes for certain market sectors.
12 Jun
12 Jun
Strategy
The long game
Highlights from BlackRock Income & Growth's annual general meeting...
08 Jun
08 Jun
Strategy
Emerging Opportunities
BlackRock's Chris Colunga discusses the advantages of emerging European countries...
05 Jun
05 Jun
Fund Research
Gabelli Value Plus+
A newly launched but highly-differentiated US equity trust, run by an experienced investment team with a tried and tested value process...
21 Jun
21 Jun
Fund Research
BlackRock Sustainable American Income
An income-orientated US equity trust with a decent track record of outperformance since its change in strategy...
13 Jun
13 Jun
February 2017
Strategy
Don’t wanna be an American idiot…
After such a chaotic start to Donald Trump's presidency, we look at potential options for investors in the US equity space...
28 Feb
28 Feb
Strategy
Expert view: What next for the USA?
BlackRock North American Income fund manager Tony DeSpirito thinks we are entering a pro-growth environment...
27 Feb
27 Feb