‘The market is full of people who are clever and wrong’
You can’t be right all the time so it’s vital to find managers who hold opposing views to your own, argues Pierre Bismuth
S&P
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The US equities conundrum – stick or twist?
As volatility rocks markets, is it still a good time to invest in US stocks or time to take profits and run?
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Global stock market sell-off hits European shares
Euro Stoxx 600 down over 1.9% on Thursday morning as investors fret over US-China trade war and rising rates
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ETF valuations hit by index switch-up
More than 8% of S&P 500 re-classified due to new communications sector
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Investors eye Portuguese government bonds after rating upgrade
To the surprise of many, rating agency Standard & Poor’s (S&P) upgraded Portugal to investment-grade status on Monday. This pushed yields on the country’s government bonds down, and interest from international investors is already picking up.
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US equity rally has no solid footing
The S&P 500 just keeps setting new all-time highs. But the rally could soon reverse since it’s driven increasingly by technology stocks alone.
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‘Half of S&P 500 will be passive owned within a year’
More than half of the S&P 500 will be owned by passive investment strategies within the next 12 months, Fidelity’s Dominic Rossi believes.
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Stock market on “longest winning streak in decades”, tweets Trump. Is he right?
The S&P 500 reached another record high on Wednesday, prompting Donald Trump to tweet enthusiastically that the stock market was on its “longest winning streak in decades”. Is this correct, or are we dealing with just another alternative fact?
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Election year volatility the only certainty
As headline risk rotates from Brexit to the US presidential election in November, research analysts are weighing in on what could happen.
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How deep should your US equities cut be
With the United States’ equities bull-run into its sixth year and valuations looking pretty much up to the brim, investor sentiment has steadily shifted more in favour of European stocks – but should investors really make big cuts to their US allocation?
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Preparing for the storm
Relentless easy monetary policies and short term rates at virtually have kept market volatilities at remarkably low levels. Preparing for the next spike may not be such a bad idea as the effects of central banking measures start to wane.
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sandp capital iq unveils 2014 power picks
Cyclicals feature heavily in this years S&P Capital IQ Equity Research European Power Picks list