Multi-asset managers tell Investment Week their current US positioning in the face of further market volatility as interest rate rises and the presidential election loom later in the year.
David Jane, fund manager, multi-asset team, Miton Group Avoiding FANGs and financials We generally invest in the US via direct equity positions. This way we can get accurate exposure to the particular...
The US dollar is close to peaking and the risks now seem to be on the downside.
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