Conjecture- Investing in US equities: is now the time to take advantage of recovery?

This week's Conjecture panel discusses the issues around the US recovery

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 disucss 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 are the key arguments in favour of advisers and investors considering the US at this moment in time? Cormac Weldon (CW): We think the market is quite attractively valued. It is ...