Berry's CIO on why the US is the key market to own

Berry Asset Management's Mark Robinson has been increasing exposure to the US market in the view it is unlikely to fall back into recession.

The CIO said the US market offers "a vast pool of opportunities" to fund managers and the region is underestimated by investors, despite predictions from some leading figures it faces a tough test to keep growing in 2013. "There is reasonably acceptable economic activity, falling unemployment and a stabilising home situation. It feels right to have a decent allocation to a large part of the world where a lot of profits are being made, and it does not appear to be heading back into recession," he said. The risk-rated funds he runs for the wealth manager recently upped their exposure to...