Six managers give their views
North American equity markets have rewarded investors in 2019 and are at or near all-time highs.
US healthcare benefitting from secular tailwinds
Easing trade tensions and growing corporate earnings behind improved metrics
The US dollar has performed well, up more than 7% since the end of 2017, and continues to enjoy a number of supports.
Capital Group, T. Rowe Price and BlackRock register worst records
Could 2019's markets see a repeat of Wall Street in 1929?
What moments have freaked investors out the most?
What sets companies on both sides of the Atlantic apart?
Overweight healthcare equipment
In the US, the consumer is king; spending is at its strongest in four-and-a half years, retail sales are up, jobs and productivity figures are steady and wage growth continues.
Managed by Adour Sarkissian
The US political landscape remains deeply divided as Republicans and Democrats gear up for next year's Presidential election.
Fund seeded with $25m in September
Growing awareness of environmental factors
Safe‑haven status of the dollar remains intact
How history can provide answers to today's tariff stand-off
Seven of ten FOMC members vote for small cut
Investors paying premium for high-yielding companies
Trump's tariff threats could backfire on US citizens
Market signals pose 'dilemma' for investors
Investment team led by portfolio manager Robert Marren
Views on US equities seem to neatly fall into two camps.
US 30-year Treasury plunges to record low