North America

Amazon a key disruptor

Is there enough economic growth to prolong the current expansion?

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.

'Unjustly punished in sell-off last year'

Threat of policy mistake

Seen a lull in inflation

Companies with high growth are worth higher price tag

Excess returns expected for US stocks

On 14 June, the Federal Reserve raised short-term rates by another 25bps from 1% to 1.25%, despite fairly weak inflation figures.

Friendlier regulatory environment expected