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
One of the most talked about subjects in the investment world is the US market – obsession with the President's Twitter account, and the realisation that far too many investors have shifted from being long-term investors in quality underlying fundamentals...
Look ahead to the next three months
Defensive positioning urged following latest Trump tariffs
The most resilient companies examined
Is Fed losing its independence?
Which product is worthy of the yellow jersey?
A bull market in US equities that has run for more than a decade, and generally low volatility over the years, may give investors the impression the ride will never end.
Market-neutral product to launch soon
Build on US experience on investing, manager argues