US

Increases North America allocation

Julian Howard, investment director in GAM's Multi-Asset Class Solutions team, analyses the implications of elevated equity valuations and falling earnings for investors

Investors have become too short-sighted

After a summer which was surprisingly quiet by the standards of recent years, we may be at the point of significant change in the direction of markets.

Returns "difficult to find"

What are the manager's key concerns?

But not on the table for the US

Mark Robinson, chief investment officer of Bordier UK, takes a closer look at some of the pressure points and bright spots for global markets.

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.

Previously issued similar warning about China