Very few investors need to be reminded that the US market has hugely outperformed the rest of the world in the historic bull market following the Great Financial Crisis. Unfortunately, the discretionary fund managers that manage the portfolios of British retail investors need reminding even less, having been as a group systematically underweight in the US in their equity allocations. In the below chart, we have plotted the average US weighting in the equity portion of UK multi-asset funds in the ....
17 Nov 2021
How Do You Like Them Apples
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How Do You Like Them Apples
JPMorgan US Smaller Companies Investment Trust PLC GBP (JUSC:LON), 384 | Brown Advisory US Smaller Companies PLC GBP (BASC:LON), 1,285 | JPMorgan American Investment Trust Plc (JAM:LON), 958 | NB Private Equity Partners Limited Class A (NBPU:LON), 2,100
- Published:
17 Nov 2021 -
Author:
John Dowie -
Pages:
5
Very few investors need to be reminded that the US market has hugely outperformed the rest of the world in the historic bull market following the Great Financial Crisis. Unfortunately, the discretionary fund managers that manage the portfolios of British retail investors need reminding even less, having been as a group systematically underweight in the US in their equity allocations. In the below chart, we have plotted the average US weighting in the equity portion of UK multi-asset funds in the ....