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.
US stocks closed lower on Friday despite a strong labour market report for February, as the oil price continued to rise, driven by continuing turmoil in Libya.
Schroders is to hard-close its US Mid Cap fund due to soaring inflows.
The soaring oil price poses a threat to the US economic recovery if price hikes are sustained, warns Federal Reserve chief Ben Bernanke.