Recession 'not on the horizon in the next year', manager argues
US equities began 2019 with a welcome respite, reversing course from their downward spiral in December 2018.
Impact of political turmoil and Brexit
Equities exposure drops to average of 43.2%
Since the downturn at the close of 2018, US equities have rebounded with smaller caps up over 16% and outpacing the returns of large caps.
The most significant consideration for all investors in the US is the actions of its Federal Reserve.