US

Historic decision is expected to improve the prospects for many US biotech and pharmaceutical companies

While the outlook for the market remains uncertain, the US recovery is showing clear signs of progression.

Management teams of US companies appear to be in wait-and-see mode as they can still see several hurdles the economy needs to get over in order to ensure future growth.

While managers may agree on the shape of the recovery in many countries, the shape for the US is less clear

The volatility of the past two months experienced not only by US equities but across the world has been interpreted as evidence last year's so-called ‘dash to trash' is nearing an end.

Fifth Third Asset Management president and CIO Keith Wirtz believes the US capital markets will enjoy a late rally following the mid-term elections in November.

As the New Year progresses, we are encouraged by improvements in the US economy, as demonstrated by Q3 growth in GDP and other leading economic indicators.

The US economic recovery is well under way, but our estimate is lower than the consensus view.

F&C's Robert Siddles believes US small caps will act as good inflation hedge when CPI starts to rise.

Equities easily surpassed consensus expectations in 2009 with the S&P 500 up some 67% from its March lows.