US
US
Leading fund managers including RWC income duo Ian Lance and Nick Purves have removed US dollar hedges on their portfolios in the view the currency has bottomed, leaving them at odds with currency specialists who predict further falls.
09 May 2011
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US
PIMCO's Bill Gross has urged investors to focus on emerging market debt and shun US government bonds amid low rates and rising inflation which have left treasuries looking "overvalued for decades".
04 May 2011
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US
Artemis' Jacob de Tusch-Lec has sold down positions in the US and increased his weighting to emerging market stocks after the US' leading index hit a three-year high.
03 May 2011
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US
The US stock market could correct by up to 10% in the summer, according to Tom Walker, manager of the £707m Martin Currie North American fund.
03 May 2011
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Commodities
The price of gold soared yesterday to hit a new record before falling back following the death of the world's most wanted man, Osama Bin Laden.
03 May 2011
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US
The Federal Reserve last night cut its growth forecast for the US and warned inflation is higher than expected, while hinting QE2 is on track to finish in June as planned.
28 April 2011
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US
Veteran investor Jim Rogers said he expects the US to lose its AAA-credit rating following last week's move by Standard & Poor's to downgrade its outlook for the country to negative.
26 April 2011
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US
Legg Mason's US equity veteran Bill Miller said US large caps have become "an empty stadium" as investors flock to the "overvalued" commodities sector.
26 April 2011
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1 min read
