Artemis' Weldon: US financial regulators should be watched even more closely than Trump or Clinton

US in latter stages of the economic and market cycle

Artemis head of US equities Cormac Weldon talks about weighing the risks of recession for the world's largest economy, why he is reassured by "checks and balances" in place as the presidential election looms, and the health of corporate America.

Cormac Weldon (pictured) has faced many serious tests during a career covering the US markets, including the heady days of the dotcom boom and bust, as well as the devastation of the 2008 financial crisis. Today's environment may seem more benign in comparison, but is creating fresh challenges for investors. While recessionary fears for the US may have receded somewhat since the start of the year, annual GDP growth fell to a meagre 0.5% in Q1 while companies reported their fourth consecutive quarter of year-on-year earnings falls. Weldon's central thesis for some time has been the US ...