Terry Ewing, manager of the Ignis American Growth fund, is moving in to consumer discretionary stocks in anticipation of improvements in the domestic US economy.
Mirabaud Asset Management's global equities manager Anu Narula has outlined his three best themes to plug into global growth and the economic recovery.
Brown Advisory has brought together its small-cap growth and value strategies to launch a US Small-Cap Blend in its UCITS range.
Apple shares rose by almost 5% in after-hours trading after its third quarter results beat analysts' expectations, boosted by strong iPhone sales.
Chairman Ben Bernanke tried to reassure markets the Federal Reserve would not step away from supporting a weak economy in his testimony to US Congress yesterday.
Neptune's Felix Wintle has been rotating his portfolio into domestically-focused US equities as he predicts names linked to the consumer will power the economic recovery.
The UK is two years behind the US in terms of economic recovery, a leading fund manager has warned.