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Showing 1 - 10 of 1741 results for "US stocks"

Active equity managers underwhelm in 2025: SPIVA

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
... World constituents widened to levels last seen during the 2020 COVID-19 pandemic period, partially driven by large-cap US stocks recording their highest dispersion since 2009," the report read. "In Australia, dispersion also increased versus 2023 and ...

UniSuper 'missed out' on gold rally, but for good reason: Pearce

RIDDHIMA TALWANI  |  FRIDAY, 20 FEB 2026
... said. "And indeed, if anyone tells me that Bitcoin is just digital gold, I try to nod silently and just walk away." On US stocks, he highlighted American software companies losing 20% of their market value in the first two months of 2026. "Firstly, I ...

No room for a neutral stance in 2026: BlackRock

ANGELIQUE MINAS  |  TUESDAY, 6 JAN 2026
... it said. Seeing this as an opportunity for active stock picking, BlackRock said it will stay pro-risk and overweight US stocks on the AI theme. To clear the AI buildout finance obstacle long-term financing is needed, the report said. Big holders are ...

Record investment into AI forcing largest innovation buildout ever: BlackRock

MATTHEW WAI  |  THURSDAY, 4 DEC 2025
... tech sector grows its share of revenue from 25% to 35%, it will represent a US$400 billion boost. "We stay overweight US stocks and the AI theme, supported by robust earnings expectations. The capex may pay off overall even if not for individual companies. ...

Fewer global equity managers underperform: SPIVA

KARREN VERGARA  |  TUESDAY, 9 SEP 2025
... accounted for over 70% of the S&P World Index by index weight at the year's starting point, but less than 70% by count; the US stocks' relatively poor performance enabled a larger number of non-US stocks to outperform the index," the report shows. Some ...

American Century cuts US outlook amid tariff impacts

MATTHEW WAI  |  TUESDAY, 29 JUL 2025
... longer-dated bonds remains healthy. However, the firm lowered return forecasts for all equities and reduced valuations for US stocks. "We expect P/E multiples for US large-cap stocks to decline over the next five years, reducing our (arithmetic average) ...

Instos turn to risk as volatility lessens: State Street

MATTHEW WAI  |  THURSDAY, 10 JUL 2025
... start of the year's highs by the end of June," Veitmane said. "Within equities, we have seen consistent buying of US stocks, with majority of the buying concentrated in technology sector. Buying of energy stocks and commodity currencies was also ...

US financial market dominance can't last indefinitely: MSCI

ANDREW MCKEAN  |  MONDAY, 12 MAY 2025
... Draghi report on EU competitiveness. The first quarter of 2024, however, marked a "massive reversal" in fortunes for US stocks. After trouncing European equities by more than 20% in 2024, US stocks surrendered a similar margin in the opening months of ...

ETF Shares introduces three ETFs on Cboe

KARREN VERGARA  |  MONDAY, 5 MAY 2025
... Magnificent 7+ ETF (HUGE) all invest in US shares and charge a management fee of 0.29%. BEST invests in the largest 100 US stocks based on superior quality characteristics, defined as free cash flow margin, and free cash flow return on invested capital. ...

Holding mega-cap stocks could be detrimental: Research

ELIZA BAVIN  |  WEDNESDAY, 26 MAR 2025
... Scientific Beta said. The research paper looked at the performance of five diversified portfolios invested in the top 500 US stocks over 50 years and compared the results month-by-month, with the market cap benchmark and a portfolio of mega-cap stocks. ...
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