US equities

(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