The US economy has been hitting the headlines for all the wrong reasons in recent months.
Investors continue to try to second guess the Federal Reserve’s next policy move, while the country was also hit by a government shutdown, and the threat of default was only averted at the last minute. However, it has been a very different story for the country’s equity markets which have shrugged off the bad news and soared to record highs. Can the markets keep rising from here? After gains of 25% year to date, wealth managers and CIOs are sceptical, arguing the US looks fully valued. Here, three investors reveal where they are turning to for value globally following the US’ stron...
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