Donald Trump

80% outperformed index

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.

Fallen 1.1% to 7,323 points

Investors turn to investment grade bonds

Fell almost 0.5% on Tuesday

EM equity funds see redemptions of $1.6bn

Highest ever cash weightings

The healthcare sector has been under a black cloud since the US Presidential Election last year, driven by concerns over drug pricing.

Dividend yield and growth seem primed for a renaissance

Exposure outweighs ‘Ireland, UAE and Czech Republic’