Thanksgiving: Will investors feast on further returns from US equities?

Six managers give their views

The holiday season, beginning with Thanksgiving, is typically a positive time of year for US markets. However, there remain reasons to be cautious.

What do investors expect from US markets and the economy as we move into 2020? Taymour Tamaddon, portfolio manager of the T. Rowe Price US Large Cap Growth Equity fund All bias aside, one of the ongoing attractions of US equities is the innovation and potential disruption coming from the large‑cap area of the market, particularly from companies utilising large data sets to their advantage. We are not talking about any potential data privacy issues here, but rather the analysis of vast sets of accumulated data to improve the consumer experience, for example. What the US bond market r...