What is your current US allocation and how are you gaining exposure? (Part I)

Multi-asset managers tell Investment Week their current US positioning in the face of further market volatility as interest rate rises and the presidential election loom later in the year.

David Jane, fund manager, multi-asset team, Miton Group Avoiding FANGs and financials We generally invest in the US via direct equity positions. This way we can get accurate exposure to the particular part of the economy or long-term theme we feel is attractive. We currently have a reasonably heavy weight to US equities having recently added positions to US manufacturers, particularly those with expertise in leading edge technologies. These suffered during the strong dollar period but this headwind has now abated. Forget FANG - 'old tech' holds key to US returns We also have a ...