Odey Asset Management's Crispin Odey is favouring US financials and tech stocks across his portfolios, with mega-cap investment banks among his top picks.
In the latest Conjecture debate, our panelists from Legg Mason, PSigma and S&P Capital IQ discussed US Equities.
Walker Crips managers Jan Luthman and Steve Bailey have increased their exposure to companies operating in emerging markets in anticipation of further falls in sterling.
Warren Buffett has given his official backing to a bill named after him which would see the wealthiest US citizens paying a higher rate of tax.
Fidelity's Anthony Bolton has warned Chinese GDP growth will come in at around 7.5% this year, undershooting consensus forecasts for growth of between 8% and 8.5%.
US and Asian markets gave a modestly positive response to the second Greek bailout, following losses in European counterparts, as it emerged the debt-laden nation has just nine days to implement many of the conditions of the rescue.