Neptune's Felix Wintle has described 2014 as a "frustrating" year for performance but has prospered again this year in part due to a zero weighting in "bond proxy" utilities.
The FTSE 100 has opened lower once again after US markets suffered their worst one day drop so far this year on continued concerns over a Greek default.
Most equity measurements - from CAPE to earnings yield - suggest the US market is significantly overvalued. Geoff Legg, investment manager at Kennox Asset Management, explores the options for investors who still want exposure to the market
The US Nasdaq index has closed above its dotcom boom record for the first time in 15 years.
Grant Bughman, senior equity strategist at UBS Global Asset Management, says investors in the US have begun looking for bad news in hopes that it will postpone the first rate hike
US unemployment rate has fallen to the level considered to be the point at which wage levels should start to pick up - and consumer discretionary stocks will be the ones to benefit, according to Nick Ford, manager of the CF Miton US Opportunities fund...
The unprecedented backdrop and uncertain outlook are likely to lead to significant trading opportunities in the US equities class as the year progresses, says Anthony McDonald, senior investment analyst at City Financial
History shows little relationship between the strength of the dollar and corporate profits, says Gregg Guerin, product specialist at First Trust Global Portfolios
The US economy is better than generally perceived. US real GDP is expected to grow more than 3% in 2015. This would represent the fastest pace since 2005, and is expected to exceed growth in other developed markets.