Sparks and Dickstein expect US Fed to keep holding asset class in short term
The US equity market has experienced an about-turn and is offering investors a wealth of opportunities, writes Mark Piper, co-fund manager of the Collins Stewart Select Opportunity fund.
Smith & Williamson's Robert Royle and Tana Focke explained to Asset TV why high US unemployment will lead to more QE2 and boost markets.
Ongoing recovery gives managers cause for cautious optimism as Legg Mason Clearbridge US Appreciation stays close to benchmark weightings
Ignis has restructured its American Growth portfolio into a best ideas fund in an effort to boost performance and differentiate it from US tracker funds.
AIG is aiming to reduce its obligation to the US government by offering to buy a $15.7bn (£9.72bn) portfolio of mortgage-backed securities from the Fed.
Pimco's Bill Gross has completely exited US treasuries on the £146bn Total Return fund, in favour of cash.