North America

The reason for the Federal Reserve's caution on rates could be closer to home: US unemployment is simply higher than headlines suggest.

Volatility created attractive entry point

Decision made due to uneconomical size

Shares slide 34%

Recent stock moves in the US could lead one to believe economic conditions have deteriorated substantially and the American economy is set for a severe setback.

Regulators fear rush to the exit

Global concerns weighed on decision

Grant Bowers, manager of the Franklin US Opportunities fund, takes a closer look at the drivers for the healthcare and tech sectors.

David Coombs, manager of the Rathbone multi-asset portfolios, argues now is the time to seek out quality stocks that can weather market volatility.