With the US facing many challenges, is it time to write the region off from an investment perspective, or capitalise on some unique opportunities?
Few among us would disagree that the US economy is facing many challenges at this point in time. There is no shortage of detractors and doomsayers who would write the US off from an investment perspective - particularly for UK-based investors. After all, does not the weak dollar and strong sterling preclude the shrewd investor from the States? The bear case on American equities is well known and much discussed. It would be easy to list the many problems from the housing market to the credit crunch but it would be nothing that had not been heard before. Instead, focus on the untold story o...
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