US

Asset managers in the US may face bank-style stress tests and a ban on the use of derivatives in retail funds in the latest initiative proposed by the Securities and Exchange Commission (SEC).

Andrew Lebus, Pantheon International Participations investment trust manager, explains how recent changes in China have helped create a tailwind for opportunities in the US manufacturing sector.

A strong dollar tends to foreshadow bad tidings in the global economy. From high yield, to emerging markets and even US interest rates, no corner may be spared the effects.

Equity valuations have been distorted by asset price inflation following QE, and the market is awash with the evidence, says BBH's Regina Lombardi.

Poor road infrastructure and a shortage of haulage vehicles is holding back the US recovery. However, growth in other modes of transport has proved a profitable play for some investors, explains WHEB's Edward Franks.

US equity markets have been volatile in 2014, but investors have over-reacted to the downside, says Joel Mittelman from the Boston Company Asset Management.

Wage inflation has been considered the missing piece in the US economic recovery. But waiting for wage rises before raising rates will be a grave policy error, argues Toby Thompson from Brooks Macdonald Funds.

On-shoring manufacturing jobs and the shale gas boom have fueled an industrial renaissance in the US. Nordea's Jeff Vancavage examines the prospects for a long-term boom.

The US economy grew at an annual rate of 3.9% in the third quarter of the year, according to the second estimate from the Department of Commerce.

The US economy added 214,000 jobs last month, less than forecast by economists but widely viewed as a sign of a continuing recovery.