US Equities

Emiel van den Heiligenberg, head of asset allocation at Legal & General Investment Management (LGIM), distils his outlook for 2017 into seven key questions facing investors this year.

Launched on 19 December

US small caps to benefit from Trump victory

Concentrated portolio remains unchanged following election

Ed Smith, asset allocation strategist at Rathbones, has warned developed market indices, which have performed well since Donald Trump's US election win, are only experiencing a short-term rally before the negative aspects of his victory begin to hit home....

Uncertainty about what Trump may do

Previously called the sector a 'death trap'

Too close to call

Housing remains one of the brighter spots for the US economy. After enduring four years of depression, the housing industry began to recover in 2012 and now seems more like a tailwind than a headwind.

Two key issues dominate the economic and investment landscape: concern that monetary policy may be at the end of the line and prospects for the US after November's presidential election, writes Daniel Murray, chief economist at EFG Asset Management.