United States – Page 24
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Asset Class Reports
US Equities: Squeezing the last drops
US corporate margins have expanded impressively since the crisis. Joseph Mariathasan asks where the next wave of growth is going to come from
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Asset Class Reports
US Equities: 20 heads are better than one
Joseph Mariathasan takes a look at Neuberger Berman’s Flexible All Cap US Equity strategy
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Asset Class Reports
US Equities: Concentration on quality
High quality franchises with a global outlook can deliver returns well ahead of the US market, finds Joseph Mariathasan. But it can be a bumpy ride
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Asset Class ReportsUS Equities: Style bias
Joseph Mariathasan uncovers a wide range of strategies among top performers in US equities
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Asset Class Reports
Where next for hedgies?
Market conditions, consolidation and regulatory developments are changing the landscape for hedge funds. Jean-Charles Bertrand explores the new topography
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Asset Class ReportsStill the wild frontier
US small and mid caps remain the crucible of corporate capitalism and opportunity. But Joseph Mariathasan finds that the challenge is in steering through the sheer variety of stocks and managers
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Asset Class Reports
Alpha from uncertainty
The market crash and subsequent super rally has investors in disagreement over the prospects for US equities. This suggests that active management will now make a difference, writes Joseph Mariathasan
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Special Report
Trillions of dollars of expense
US institutions discussed the prospect of a new investment world at the Milken Global Conference in Los Angeles at the end of April. Liam Kennedy, who moderated the institutional investors’ panel, here discusses what they had to say
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Special Report
‘We ate all the nuts’
Liam Kennedy interviewed PIMCO’s Bill Gross and Mohamed El-Erian at their offices in Newport Beach, California
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Asset Class ReportsDon’t fight the Fed...
The Fed and the US Treasury combination sits like a heavyweight in the boxing ring of US fixed income. The ponderous moves open up ample opportunity for some quick jabs – but get on the wrong end of one of the swings and it’s a knockout. Joseph Mariathasan reports
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FeaturesPensions in Obama’s sights
When Barack Obama is inaugurated as president in January 2009, provisions affecting the pension fund industry could well be an important part of his intended new economic stimulus. But this follows little debate about the retirement system during the campaign, except when US employee’s losses in 401(k) individual accounts were ...
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Asset Class ReportsLessons from the Great Depression
Navigating the smaller end of the equity markets is particularly hazardous and Joseph Mariathasan assesses whether the past can offer a compass
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Features
Retirement programmes: extreme makeover
With his mandate re-affirmed, Bush has prioritised two ambitious goals within the ‘ownership society’ – privatising social security and revamping the private pension system. Such boldness is not rhetorical: Bush’s previous term demonstrated a commitment to his fundamental agenda. The President has not previously shied from audacity; having been re-elected, ...
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Asset Class Reports
Those twin deficits
So the US has the same president for the next four years, and it seems to be a case of ‘better the devil you know’, as far as bond and currency market participants are concerned. For Bruno Crastes, head of global fixed income at Credit Agricole Asset Management (CAAM), bond ...
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News
US ELECTION: impact on European asset managers
EUROPE - Europe’s asset management industry can expect a short-term rally on equity markets following the likely re-election of George Bush as US president, though this rally has less to do with his victory than with economic fundamentals, experts said.
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News
US elections seen affecting asset managers
GLOBAL - Asset management firms could be among those most affected by the US presidential election.
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News
US Fed sees global “demographic iceberg”
GLOBAL – The chairman of the Federal Reserve Bank of New York, Peter Peterson, says a “demographic iceberg” is set to hit the developed world.
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News
US pension agency’s deficit widens to E4.8bn
US – The Pension Benefit Guaranty Corp., which backs the US pension system, says the deficit in its single-employer insurance programme has grown to around 5.4 billion dollars (4.8 billion euros) at the midyear – up from 3.6 billion dollars in 2002.
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News
US steel merger tests PBGC’s mettle
US – The 1.5 billion dollar takeover of steelmaker Bethlehem Steel by International Steel Group has put the fate of Bethlehem’s pension plan under scrutiny and presents the Pension Benefits Guaranty Corp. with its largest ever pension bailout.
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News
US employer contributions to rise - report
US – Up to 65% of US pension plans may require contributions from employers in 2003 due to lower stock market values, says consultancy firm Watson Wyatt.
