Ken Rayner, investment director at Rayner Spencer Mills, suggests the recent market volatility could provide a compelling buying opportunity in North America.
The US economy remains the most influential in the world, with most global equity markets correlated to it either directly or indirectly. This means that all investors need to be aware of what is happening in the American economy as well as their domestic markets. We believe that when considering a global portfolio, a US fund should be at the forefront of an investor's consideration; however, this does not make it an easy market in which to invest. There are relatively few managers who consistently outperform the main market indices and it is for this reason that we include an index f...
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