Conjecture: Is now the time to take advantage of recovery?

clock

In the second part of a Conjecture debate, an expert panel look at US equities

The US remains the world’s largest economy but have investors missed the recovery or is this the perfect time for exposure to US equities? To discuss this, the Conjecture panel this week consists of Cormac Weldon, head of US equities at Threadneedle Investments, Mary Chris Gay, portfolio manager at Legg Mason Capital Management, and Simon Dorricott, associate director of fund services at Standard & Poor’s. What was your view on the US stock market crash at the beginning of May? Do you see any longer term implications from that and where do you see markets going from here? Mary Chris Ga...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Equities

 CFA Institute's Matt Winters: Reform needed to fix company valuation and financials disconnect

CFA Institute's Matt Winters: Reform needed to fix company valuation and financials disconnect

Intangibles accounting needs improvement

Matt Winters
clock 16 May 2025 • 3 min read
Watch Now: Investment, Talks Global Equities

Watch Now: Investment, Talks Global Equities

How can investors navigate the impact of tariffs and a rapidly changing global economy?

Investment Week
clock 08 May 2025 • 2 min read
UK equities bleed £1.2bn in March while North American peers enjoy best month in a year

UK equities bleed £1.2bn in March while North American peers enjoy best month in a year

Ahead of Trump’s April tariffs

Sorin Dojan
clock 08 April 2025 • 2 min read
Trustpilot