Letter from America: Beyond Trump's Tweets

BMO Global Asset Management co-heads of multi-manager Gary Potter and Rob Burdett recently travelled to the US to get an on-the-ground view behind the headlines. Here, they explain why investors write off the US equity market at their peril.

In late June, we took a flying visit to Chicago and New York. During the three-day trip we visited eight investment managers and also squeezed in a visit to a well-respected global strategist.  Around six months into Donald Trump's Presidential term it was a really interesting time to assess the state of the economy and market, as well as providing plenty of food for thought on the prospects from here. Gross: Central banks have left investors 'scrappin' like mongrel dogs' for returns Grounds for optimism The US market made sizeable gains in the months immediately after Trump's el...