North America

Funds management

Magellan puts US in its sights for growth

Magellan has detailed its plan to revamp its business in the US, with executive chairman Andrew Formica saying he can see a “tremendous opportunity” for the firm. ...

Funds management

Aviva Investors moves overweight duration for the first time in three years

The asset manager has moved overweight duration for the first time in three years as it believes the rate hiking cycle has concluded, as well as moving overweight UK and ...

Funds management

US equity allocations see record monthly jump

Bank of America’s global survey has found allocations to US stocks have seen a record monthly jump as investors tilt overweight to the region for the first time in a year...

Funds management

Was North American exposure worthwhile in 2020?

Although the sector only had an average return of 1.8%, the performance of funds varied greatly....

Funds management

How much risk remains over the US/China trade war?

The COVID-19 pandemic has meant the US/China trade war has dropped off the news agenda. But how does the recent performance of US and China funds compare?...

Funds management

Are North American equities safe again?

April saw a boost after a terrible March, but it might be short-lived as it’s still dependant on how the COVID-19 pandemic is handled....

Funds management

Which equity sectors managed to make returns?

Only two of 14 equity sectors have reported returns over the past 12 months as worldwide stockmarkets have plummeted due to COVID-19. ...

Funds management

US equities steal the limelight

North American equities topped the ladder for equity sectors in 2018, with Australian equities failing to even make the top five, data from FE Analytics shows....