US

In the US, the consumer is king; spending is at its strongest in four-and-a half years, retail sales are up, jobs and productivity figures are steady and wage growth continues.

Market drivers becoming harder to predict

Overhaul impact on 'linkers' to be assessed

Managed by Adour Sarkissian

The US political landscape remains deeply divided as Republicans and Democrats gear up for next year's Presidential election.

Fund seeded with $25m in September

Country's growth story remains intact

Move to avoid currencies at risk of underperforming

Select issuers now more attractive

40-60 stocks held across the market cap spectrum