US Equities

Turnaround from Q1

Despite being considered expensive by some investors, the US equity market remains, for seasoned stockpickers, one of the most interesting places in the world to invest.

Appointed head of US equities

Where to find good value across the pond

High allocation to cash

Inflationary pressures in Europe

Set the record on 22 August

Potential for sharp dips

Fears of trade war

Geffen taking over tech fund