The US stock market could correct by up to 10% in the summer, according to Tom Walker, manager of the £707m Martin Currie North American fund.
The US equity market has experienced an about-turn and is offering investors a wealth of opportunities, writes Mark Piper, co-fund manager of the Collins Stewart Select Opportunity fund.
As the top-performing sector of the past year, North American Smaller Companies bested even technology, despite swings in market sentiment