Asset managers appear resigned to the drive by governments globally to collaborate on information exchange and withholding requirements for combating tax evasion, says JP Morgan.
Tag : us
Senior executives from the bank's private wealth unit set out why the Chinese stock market worries them but US equities are a buy.
Punitive taxes for non-compliance, and other areas of leverage, could mean Beijing comes to an intergovernmental agreement with the US.
Agent securities lenders say planned US counterparty credit limits and money-market fund reforms are driving them into high-margin trades.
The US-based alternatives credit firm says the US securitised leveraged loan market is fundamentally healthy, but some investors are still shunning the segment.
Inflation is not properly priced-in in some emerging markets, argues the global head of macro and investment strategy at HSBC Global Asset Management.
A last-minute agreement on the US debt ceiling will be reached, says Jeffrey Morrison of MFS Investment Management, who sees emerging-market rate tightening as a greater concern.
Letter from America: Why 2011 is going to be about equities, particularly US blue-chips.
Despite strong growth projections for retirement assets in emerging Asia, most fund managers will focus on the vast US market between now and 2020.
Aberdeen Asset Management and Janus Capital express caution over the outlook for the US market, with the high level of unemployment a major area of concern.
Emerging markets are the preferred investment destination, despite low optimism about Chinese and global economic growth, according to Bank of America Merrill Lynch's July fund-manager survey.
American small- and mid-cap stocks can potentially offer emerging market-level returns and more US-focused exposure than large caps, says Nick Thompson of Janus Capital.
