Sentiment among the US equity managers at Goldman Sachs Asset Management stands broadly in line with the bullish outlook for America's economy that Goldman's global investment research unit issued early this year.
Despite last month's significant price movements in US treasuries, yields are still below the levels seen at the end of last year.
Fidelity's US manager Aris Vatis backing US financials after claiming they are trading at rock bottom levels.
Barclays Wealth has warned US markets are set for a correction following a sharp decline in its manufacturing industry.
Luke Hickmore, investment director, fixed income at SWIP, discusses why investors in credit will enjoy good returns this year.
US markets have recently been unsettled by weak economic readings. Peter Allwright, manager at RWC Partners, looks at what lies in store for the region.
Skandia's François Zagamé has revamped the American mandate in his £1bn Global Dynamic Equity fund to give it a greater mid-cap focus.