US Equities

As the US continues on its upward growth curve, it is natural to question how much value is left in US equities, says John Arege, managing director, US equity, at Goldman Sachs Asset Management

The US economy is better than generally perceived. US real GDP is expected to grow more than 3% in 2015. This would represent the fastest pace since 2005, and is expected to exceed growth in other developed markets.

Hermes Investment Management's Mark Sherlock has said the lag in US capital expenditure growth is still holding back stocks despite the strong equity market returns seen in recent years.

The Gabelli Value Plus trust is to list on the London Stock Exchange on 19 February after a fundraising period described by Numis analysts as "a considerable success".

‘No-names’ like we were might struggle today

JOHCM's Thorsten Becker highlights the small-cap trailblazers giving him good cheer this Christmas.

Conventional monetary policy is "exhausted" and the key challenge for policymakers next year will be stimulating growth, says Threadneedle's Mark Burgess.

Depending on how you look at the US, stockpickers are either spoilt for choice or dealing with overly expensive companies. Cormac Weldon, manager of the Artemis US Equity and US Select funds, looks at the outlook for American markets next year and beyond....

Equity valuations have been distorted by asset price inflation following QE, and the market is awash with the evidence, says BBH's Regina Lombardi.

US equity markets have been volatile in 2014, but investors have over-reacted to the downside, says Joel Mittelman from the Boston Company Asset Management.