By now, the broad outlines of the case against US equities are familiar: after a long bull market, valuations look high.
Effective from 11 December
S&P 500 up 16% in sterling terms
Listing two global equities strategies
US large caps saw €5bn inflows
T. Rowe Price's Jeff Rottinghaus highlights the reasons behind his largest sector bets and some of his favoured stock ideas.