USA Focus

  • IAR EMEA 2025: investors favour global equities, despite tariff volatility

    10 June 2025

    Panellists at IAR's EMEA 2025 conference in London highlight growing government debt-to-GDP ratios and point to energy sector investments

  • IAR EMEA 2025: "Trump has thrown sand into gearbox of economy," Phoenix Group CIO says

    10 June 2025

    Private market trend unlikely to go away any time soon

  • US life insurers offshored $800bn of reserves since 2018, Moody's says

    04 June 2025

    Spurred by private credit investing, some insurers have at least 10% of portfolios with specialised managers

  • ECB to cut rates to 2%, investors predict

    03 June 2025

    More cuts likely, though easing cycle may be close to end

  • CDPQ and Brookfield AM complete $1.3bn life sciences firm acquisition

    02 June 2025

    Antylia Scientific sold by private equity firm GTCR

  • Bringing structured private credit to European insurers

    02 June 2025

    Exclusive interview with Katie Cowan, head of insurance client solutions at First Eagle Investments

  • Manulife IM forms fibre broadband investment JV

    29 May 2025

    Acquires 650-mile network in US Midwest

  • M&G Investments launches European ex-UK equity fund

    27 May 2025

    Firm opens strategy to external investors in response to client demand as investors rebalance away from US and towards Europe

  • L&G acquires RE investor Proprium to drive Europe and APAC ambitions

    22 May 2025

    Takes 75% stake and will also commit up to $300m of capital to support Proprium's future fund strategies

  • BlackRock hires Wellington alumnus to lead US insurance strategy

    21 May 2025

    Tim Antonelli to help shape BlackRock's strategy as more insurance capital moves towards private markets

  • US bond market is in disinflation disbelief, Manulife IM says

    19 May 2025

    But should have expected weekend credit downgrade, Aberdeen adds

  • Investors face US dollar currency risk, AllianzGI says

    15 May 2025

    Global CIO multi asset says gold will continue to "shine" as safe haven

  • Investors mistaken to think Trump will yield on tariffs, Pimco investment chief says

    09 May 2025

    US recession risk highest it's been in years, Dan Ivascyn warns

  • Fed will hold rates this week, AllianzGI predicts

    06 May 2025

    Affiliate expects downward pressure on dollar and still favours US yield curve steepeners

  • US companies could be victims of end of hyper-globalisation, Manulife IM says

    06 May 2025

    The TINA-era for US stocks could be over

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