Fund buyers from France tend to pick more risky US equity funds than most of their European counterparts.
The last two months have seen a sharp spike in attitude towards US equities among global asset managers
What would tip the balance for fund selectors to decide to step up or decrease their allocation to US equities?
Asset management groups have started to expect better returns coming from US equities after March’s favourable returns
The Fed’s tightening up of its fiscal policy should be seen as a sign of a pick-up in the US economy. By Thomas Langefeld and Béatrice Guinet, BNP Paribas Wealth Management
BlackRock, JP Morgan, Franklin Templeton and Pimco topped the European fund sales table in the first half of 2013, with combined net inflows of 50bn
The US could create a rising consumption story to rival that of South East Asia, a paper from Hermes Fund Managers claims
As the US approaches the ‘fiscal cliff’ at speed, what the politicians do is crucial. By Rodrigo Amaral