Veteran investor Jim Rogers said he is sceptical about the prospects for the US economy this year despite a recent string of positive economic data from the country.
US unemployment posted a surprise fall in November, down from 9% to 8.6%, supported by an increase in non-farm payroll employment to 120,000 in November.
Although market volatility is set to remain for the forseeable future, there is no shortage of opportunities, writes Grant Bughman, client portfolio manager of the UBS US Growth fund.
This year's Thanksgiving will have provided a welcome time out for politicians and markets across the Pond. It is also a time to reflect on the state of the nation as everything closes down for the day and people retreat to spend time with their families....
It would make a change to write about something other than Europe, but with the world looking on at this dysfunctional continent, epitomised by having a German Pope and an Italian central banker, that is much easier said than done.
US equity valuations are at a 40-year low and represent an excellent opportunity for investors in the medium term, according to Jerome Nunan at Aviva Investors.