United States

Niall Ferguson knows a thing or two about bubbles, having examined at least eight in The Ascent of Money, his thorough analysis of the financial world.

FUND MANAGER FOCUS

TIP OF THE WEEK

ON NORTH AMERICA

River & Mercantile's Alex O'Reilly has his highest weighting to the US relative to history as a result of low valuations in the country.

Threadneedle's Cormac Weldon has reduced his fund's allocation to banks after being hit by consolidation among cyclical stocks earlier this year.

ON THE US

COMMENT

ON THE US

ON ASSET ALLOCATION