Neptune's Felix Wintle has reduced the number of holdings in his US Opportunities fund to avoid diluting returns in the coming months.
Currently at its cheapest level for at least 30 years because of its potential for reform, the US healthcare sector is set for a strong rebound
Terry Ewing tells Asset.TV's Mark Colegate his concerns for the coming months
The rally in equities that began in March this year has been a rational reaction to the Fed's policy of ultra-low interest rates and asset buybacks.
Warren Buffett's Berkshire Hathaway has reported a near 200% rise in profits for the third quarter.
We continue to be bullish on the outlook for US equities over the next 12 to 18 months, but also continue to believe an intermediate market correction is increasingly likely. The only question is how severe it will be.
The American stock market is having a good year. From its low point of 677 on 9 March 2009, the S&P 500 index has recovered by over 60%.
The US economy has come out of recession, with annualised growth of 3.5% in the third quarter of 2009.
As investors came to work on September 15, 2008, we braced ourselves for the fallout from the news Lehman Brothers had filed the largest bankruptcy in history.
Fidelity manager discusses opportunities in the US following March market lows