Assessing the health of the global economy is a bit like watching the Commonwealth Games; each triumph is something to celebrate, yes, but you wonder what difference it would make if the Americans got involved.
Roberto Cominotto, manager of the JB Energy Transition Fund at Swiss & Global, on the opportunities in the expansion of North American energy infrastructure as a result of the shale oil and gas revolution.
Lombard Odier Investment Managers (LOIM) has launched a US-focused equity fund which aims to provide investors with an absolute return in all conditions.
Following the departure of head of US equities Cormac Weldon, Threadneedle has hired four to expand the team.
Chris Kitchenham discusses three ideas he is rather excited about at the moment.
According to a number of US fund managers, the re-emergence of US industry could provide US equities with a long lasting tailwind.
Robert Siddle's new fund to launch next month
JP Morgan American manager holds firm on technology choices, despite holding back performance.
Aviva Investors has sold US value equity house River Road Asset Managers to Affiliated Managers Group for an undisclosed amount.
Fidelity’s Trevor Greetham expects US economy to bounce back from weather-induced Q2 weakness
The US was one of the biggest equity winners last year and there was a huge amount of positive noise about its companies' fundamentals, its soaring stock market and its rebounding economy - so where has it all gone wrong?
Former Lehmans' offshoot Neuberger Berman launches US long/short equity fund
