United States

China capable of 'mitigating impacts of broader dispute'

Manager on the forces behind the scenes that determine markets

What sets companies on both sides of the Atlantic apart?

Recognising the next generation of influential UK investors

Recognising the next generation of influential UK investors

Overweight healthcare equipment

In the US, the consumer is king; spending is at its strongest in four-and-a half years, retail sales are up, jobs and productivity figures are steady and wage growth continues.

The US political landscape remains deeply divided as Republicans and Democrats gear up for next year's Presidential election.

Fund seeded with $25m in September

40-60 stocks held across the market cap spectrum