US

Allianz GI's Simon Gergel explains how changes in macro and micro-economic factors could provide large-cap stocks with a significant boost in the coming years.

Follows lifting of sanctions in summer

Attractive buy territory

Dollar reaches yearly high

Provided $710bn during 2008 crisis

Avoiding the losers

Keith Barrett, head of research at Ingenious Asset Management, asks whether outperformance in US healthcare stocks can continue or if it is time to take profits.

Firm already launched robo-advice product in the US

I do not want to be awkward or deliberately contrarian but has anyone noticed US equities look expensive again?

Shifts in currency and equity positions