Run by former £1bn Income fund manager
US Congress needs to agree a new debt ceiling limit this month if the economy is to avoid a significant growth hit, according to Architas CIO Caspar Rock.
Kenichi Amaki, portfolio manager at Matthews Asia, argues investors focusing on Abenomics and GDP growth are missing the 'bigger picture' of Japan capitalising on demand from within Asia.
John William Olsen, manager of the M&G Global Growth and M&G Pan European funds, argues there are more opportunities to buy high quality companies at attractive prices than a year ago.
Dan Harlow, co-manager of the AXA Framlington American Growth fund, assesses the opportunities as the US market faces a 'mid-cycle pull back'.