United States

Gordon Elvey is to leave JO Hambro Capital Management as the group closes his US Opportunities fund.

With stronger than expected inflation readings in the eurozone, China and the US this month and the UK continuing to dramatically overshoot its inflation target, investors should be looking to protect their portfolios from the consequences of continued...

ON ASSET ALLOCATION

Artemis' Jacob de Tusch-Lec has sold down positions in the US and increased his weighting to emerging market stocks after the US' leading index hit a three-year high.

ON THE US

Veteran investor Jim Rogers said he expects the US to lose its AAA-credit rating following last week's move by Standard & Poor's to downgrade its outlook for the country to negative.

The US investment banking firm Jefferies & Co last week initiated its first quarterly publication for its clients, highlighting just how financial markets have changed in a little over two years.

Smith & Williamson's Robert Royle and Tana Focke explained to Asset TV why high US unemployment will lead to more QE2 and boost markets.

The Henderson International Income trust will be invested entirely in equities at launch to exploit the higher dividends on offer and the potential for growth.

We are living through a phase when investors say they like Western shares and dislike emerging market shares.