The COVID-19 related shutdown has seen the largest US companies extend their share price performance leadership even further, and they are generally assumed to be the winners from any changes to the economy. In part, this outperformance reflects increased certainty that these companies are the beneficiaries from a change in working practices and structural shifts in the economy, but this outperformance has been a longer-running trend. Investors with US equity exposure might be tempted to tilt in ....
13 May 2020
Sea change
Sea change
JPMorgan American Investment Trust Plc (JAM:LON), 984 | Polar Capital Technology Trust PLC (PCT:LON), 2,995 | Attendo AB (0RCY:LON), 0
- Published:
13 May 2020 -
Author:
Callum Stokeld -
Pages:
6
The COVID-19 related shutdown has seen the largest US companies extend their share price performance leadership even further, and they are generally assumed to be the winners from any changes to the economy. In part, this outperformance reflects increased certainty that these companies are the beneficiaries from a change in working practices and structural shifts in the economy, but this outperformance has been a longer-running trend. Investors with US equity exposure might be tempted to tilt in ....