US Equities

Martin Flood, manager of the Lazard US Equity Concentrated fund, on why he believes US consumers can continue to drive economic growth as middle class fortunes improve.

99% of active US funds do not beat index over 10 years

Property sales begin to rise

Rathbones' David Coombs, head of multi-asset, and Mona Shah, senior research analyst, explain why they remain committed to US equities, and explore the prospects for a new group of 'Nifty Fifty' stocks.

Early entry into EMs in 2015 has paid off

Corporate earnings drive returns

GSAM's Andrew Wilson, EMEA CEO and global co-head of fixed income, takes a closer look at reasons to be concerned about the US market.

Despite sluggish earnings growth, gloomy forecasts for global growth and a noticeable apathy towards equities on the part of so many investors, US equities are not looking too bad, according to JPMAM's Christian Preussner.

Managers now 'less bearish'

The S&P 500 has more than tripled since March 2009. Yet many investors have been under-represented in stocks, fearing another crash may be imminent.