US equity investors climbing 'walls of worry'

Dan Harlow, co-manager of the AXA Framlington American Growth fund, assesses the opportunities as the US market faces a 'mid-cycle pull back'.

The third quarter earnings season, which has just begun, presents a timely opportunity for companies to update the market with observations and guidance, which will go some way to confirming or countering the rumour and speculation that has engulfed the market of late. The key unknowns in the US equity market The most recent bout of uncertainty to strike revolves around the healthcare sector, which has been hit by news that Hillary Clinton would launch a series of initiatives to challenge existing drug pricing policies were she to succeed in her presidential bid. However, previous ...