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.
As the most exciting US Presidential race in decades reaches its conclusion, three fund managers from Pioneer Investments give their views on the implications for different asset classes.
Headlines and politics are driving healthcare. We see the outcome of the US election in a little over a week's time as a factor to guide investors within the sector - and not as a reason to avoid the sector overall.
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
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