US

Most equity measurements - from CAPE to earnings yield - suggest the US market is significantly overvalued. Geoff Legg, investment manager at Kennox Asset Management, explores the options for investors who still want exposure to the market

Richard Woolnough, manager of the £24bn M&G Optimal Income fund, says he is at a loss to understand why the US is holding off on raising interest rates.

Franklin Templeton's Grant Bowers has suggested some US biotechnology companies verge on looking like "value stocks" despite the fierce rally enjoyed by the sector over the past half-decade.

Inflation: The elephant in the room

Crispin Odey's flagship portfolio sustained heavy losses last month after the manager appeared to be caught out by a move in the Australian dollar.

Baillie Gifford's Ian Tabberer, manager of the £475m American fund, has left the firm.

The curious case of the EM bond proxies

Election fever, US house prices and reviving Indian industry

The Federal Reserve has dampened suggestions of a mid-2015 interest rate hike after weak GDP figures suggested the US recovery has lost momentum.

US economic growth saw a sharp slowdown in the first quarter of the year as a strong dollar hit exports, and bad weather hampered consumer spending.