The US economy may still be expanding but Neil Williams suggests that its monetary and fiscal stimuli still need to remain in place with interest rates and inflation likely to stay low for the next couple of years.
So Crispin Odey plans to increase exposure to the US in his flagship hedge fund at the expense of Europe; but should investors follow his lead into North American equities?
The Findlay Park American Fund has made an impressive start to 2012 and remains the preferred way of “accessing a basket of US corporates”, according to Mick Gilligan, head of research at Killik & Co.
Bill O’Neill assesses the positives from the six-month rally seen in the US, alongside the downside risks that are still there, to find out what it means for future asset allocation trends.
JP Morgan and Source have joined forces to launch an ETF based on US equity volatility.
Syz & Co is to make a new US equity strategy available to European investors, managed by Kansas-based Scount Investments.
Aberdeen is to recommend to shareholders that it changes the investment mandate of its Edinburgh US Tracker Trust to allow it to be managed actively and generate income.
Watching todays pictures of an awkward David Cameron struggling to keep pace with basketball lays bare the lengths image-conscious politicians have to go to rack up on diplomacy points, particularly when the US public may soon call time on his ally President Obama.
Berry Asset Management has swapped its Japan exposure for a greater allocation to Asia and the US as it widens it hunt for equity income returns.
Simon Cowell was quoted recently as claiming Brit boy band One Direction are about to literally explode in America. Its nice of our US cousins to volunteer to clean up the mess.
Bob Doll is still ‘risk on’ despite the buffers that he anticipates are lying in wait for US straight-line growth seen over the past few months.
Despite the negatives that still exist, Bob Doll explains why indicators such as upward revisions in Q4 data and falling unemployment numbers mean the US recovery is sustainable.
