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North America Equities - Latest News

US equities: Comparisons to 90s ‘tech bubble’ are not rational

Tech companies today have been highly profitable and are much less levered

Top performers in the consumer discretionary sector

Managers are increasing their exposures to the e-commerce and digital payments sector amid changes in consumer spending patterns and the shift to online shopping

Small cap US equities: Legg Mason bullish despite hiccups

Over the first six months of the year, small-cap stocks have gained 7.66%

Global convertible bonds in today's manic markets

Citywire rated managers share their best approach to global convertible bonds amid rising rates, and where they see opportunities within that space

OMGI Asia head to step down

Carol Wong decided to leave the business in July to explore external opportunities

US equity themes worth considering

Cloud computing, in particular, is big theme that’s being talked about within the US equities space

Josh Crabb and team to exit OMGI

The two Asian equity funds will be managed by the global equities desk from May

Fed rate hike: what it means for Asian markets

South Korea, Philippines and Thailand could have one rate hike this year

Why we like high-yield, convertible bonds: Allianz GI

Under a rising rate environment, high-yield bonds tend to hold up better than other types of bonds

Rise, fall…and rise again: where Pimco’s Total Return fund stands

Three years after Bill Gross's departure, how has the Total Return fund fared?