Julian Howard, investment director in GAM's Multi-Asset Class Solutions team, analyses the implications of elevated equity valuations and falling earnings for investors
Martin Flood, manager of the Lazard US Equity Concentrated fund, explains the case for US equities despite their current premium valuation levels.
JPMAM's chief global strategist, David Kelly, and fund manager Christian Preussner explain why US equities could provide a fruitful home for UK income investors seeking refuge in a post-Brexit market.
Investment Week editor Katrina Lloyd is joined by a panel of industry experts to discuss the US economy, presidential election, and prospects for equity markets.