Hedge fund veteran Crispin Odey has given his take on the "depressing story" playing out in the eurozone, suggesting beleaguered Europe and the resilient US could move in very different directions.
Ardevora's Jeremy Lang has rotated his US exposure - which makes up over half of the Global Equity fund long book - out of consumer stocks and into a heavy technology overweight.
As J.P.Morgan shares plunge following one of its largest ever trading losses, we list ten of the greatest losses ever suffered in the financial sector.
Shares in JPMorgan Chase slid even further today with a 8.5% drop in early trading on Wall Street, following a surprise $2bn derivatives trading loss.
AXA Framlington UK Select Opportunities manager Nigel Thomas has highlighted a US manufacturing renaissance as one of the key themes in his portfolio this year.
In the latest Conjecture debate, our panelists from North Investment Partners, S&P Capital IQ and Threadneedle discussed US Equities.