US future is bright but some headwinds remain

Terry Ewing tells Asset.TV's Mark Colegate his concerns for the coming months

After a relatively difficult Q2, Terry Ewing is increasing the beta on the Ignis American Growth fund to capture what he sees as positive times ahead for the economy, markets and company earnings. Ewing, who is coming up to a three-year track record on the portfolio, is particularly keen on mid caps, but he does not see the future as plain sailing. He warns there are tough times ahead for the indebted US consumer. How have you played the big bounce in markets this year? Over the last three months, our performance has been about in line with the S&P 500. I joined the company just shor...