US equities

In a low-growth environment, investors, facing limited choices, are willing to pay top dollar for growth stories.

The CSI 300 Index has 79% of its members trading above their 200-day moving average, almost twice the five-year average. By contrast, the figure for the S&P 500 Index is 62%, a sign of fewer stocks buttressing the rally there.

(Feb 7): For investors carefully considering the 2020 geopolitical calendar and its potential risks, one event looms larger than most. With the major policies of the leading Democrat presidential candidates advocating a stark shift towards a progressive a

There could also be opportunities within Singapore equities, says UOB Asset Management.

(Sept 21): The last victim of the inflation and trade scares that roiled US equities earlier this year has finally recovered.

(Aug 16): Money managers who’ve watched the surge in corporate profits take US equities to records are starting to fret about earnings growth, and that’s an “ominous” sign, Bank of America says.

SINGAPORE (May 22): Economic indicators in Europe and Asia are revealing signs of a sustainable growth outlook although US equities could suffer in the near-term from recent political events, according to Deutsche Bank’s weekly CIO Insights report publi

SINGAPORE (March 22): Barclays Capital is forecasting Standard & Poor’s (S&P) 500 earnings per share (EPS) to hit US$129 ($181) this year, assuming that a 5% sales growth combined with modest margin expansion and continued repurchases will lead to 8% EP

SINGAPORE (Dec 29): Swiss global financial services company UBS is staying positive on US and emerging market (EM) equities in the year ahead.

The prospect of a new US president has sparked a new wave of investing themes in global markets. However, wealth advisers are cautious about recommending funds with concentrated portfolios to ride the trends because of the heightened volatility. What shou