North America
US
Utilities and telecoms are being negatively impacted by interest rate environment changes, but some sectors are showing resilient economic growth, says Evan Bauman, portfolio manager on the Legg Mason ClearBridge US Aggressive Growth fund.
16 February 2016
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2 min read
US
So far in 2016, we have seen increased volatility and falling equity markets, but are investors ignoring the progress in the US as a result?
29 January 2016
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2 min read
US
Although the S&P 500 index suffered its worst annual performance since 2008 last year, large technology positions and a focus on the growth drivers of tomorrow helped boost returns for the Natixis Loomis Sayles US Equity Leaders fund in 2015.
22 January 2016
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3 min read
US
Following the long awaited interest rate rise in the US last month, the Federal Reserve might be under less pressure to raise rates over the coming months.
18 January 2016
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2 min read
US
In a market laced with uncertainty and doubt, investors have more than turkey to chew on during the traditional festive period, and the mulled wine offers a welcome tonic after a year of anaemic growth and dashed expectations.
11 December 2015
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2 min read
US
Companies in the US are feeling the pressure. The slowdown in global growth, for one, has had an impact on demand says Martin Currie's Tom Walker.
04 December 2015
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2 min read
US
Keith Barrett, head of research at Ingenious Asset Management, asks whether outperformance in US healthcare stocks can continue or if it is time to take profits.
27 November 2015
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2 min read
US
I do not want to be awkward or deliberately contrarian but has anyone noticed US equities look expensive again?
23 November 2015
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